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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,390 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,427 | $37,196-66.6% | $154,107-91.9% | $55,725-77.7% |
| Participation rate | 96.3% | 64.1%+32.2pp | 83.0%+13.3pp | 70.9%+25.4pp |
| Annual return | -5.10% | 1319.68%-1324.8pp | 735.12%-740.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $897 | $1,614-44.5% | $5,298-83.1% | $2,078-56.9% |
| Participant deferral / active EE | $1,566 | $2,068-24.3% | $5,081-69.2% | $3,356-53.3% |
| Admin fee / account holder | $112 | $102+10.1% | $13,411-99.2% | $115-2.8% |