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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,027 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $17,169 | $62,928-72.7% | $172,739-90.1% | $67,579-74.6% |
| Participation rate | 93.2% | 64.5%+28.7pp | 82.6%+10.6pp | 71.3%+21.9pp |
| Annual return | 22.67% | 30.36%-7.7pp | 802.84%-780.2pp | 378.56%-355.9pp |
| Employer contribution / active EE | $892 | $1,636-45.5% | $5,143-82.7% | $2,148-58.5% |
| Participant deferral / active EE | $1,574 | $2,145-26.6% | $5,198-69.7% | $3,539-55.5% |
| Admin fee / account holder | $137 | $167-18.0% | $13,954-99.0% | $142-3.9% |