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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $137,985 |
CHEMICAL BANK2 years Filed as: TCF BANK Service code 27 · EIN 38-0415896 | Advisory (Plan) | $45,020 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 | $26,604 | $56,485-52.9% | $185,823-85.7% | $86,799-69.4% |
| Participation rate | 88.1% | 65.5%+22.7pp | 81.7%+6.4pp | 72.3%+15.9pp |
| Annual return | 12.50% | 118.04%-105.5pp | 122.05%-109.6pp | 97.91%-85.4pp |
| Employer contribution / active EE | $1,313 | $1,843-28.7% | $5,167-74.6% | $2,405-45.4% |
| Participant deferral / active EE | $2,560 | $2,553+0.3% | $5,568-54.0% | $4,131-38.0% |
| Admin fee / account holder | $223 | $150+49.3% | $16,237-98.6% | $170+31.7% |