Filed May 9, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,704 |
Filed as: CETERA INVESTMENT SERVICES LLC Service code 49 · EIN 41-1483314 | Other Services | $10,569 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $6,739 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,851 | $46,173-57.0% | $170,442-88.4% | $69,631-71.5% |
| Participation rate | 77.7% | 63.9%+13.8pp | 83.6%-5.9pp | 70.7%+7.0pp |
| Annual return | 18.66% | 21.62%-3.0pp | 205.93%-187.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $889 | $1,610-44.8% | $5,433-83.6% | $2,032-56.3% |
| Participant deferral / active EE | $1,421 | $2,080-31.7% | $4,939-71.2% | $3,224-55.9% |
| Admin fee / account holder | $115 | $116-1.2% | $13,880-99.2% | $110+3.8% |