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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,226 |
HUNTINGTON NATIONAL BANK1 year Filed as: THE HUNTINGTON NATIONAL BANK Service code 27 · EIN 31-0966785 | Advisory (Plan) | $30,153 |
CHEMICAL BANK3 years Filed as: TCF BANK Service code 27 · EIN 38-0415896 | Advisory (Plan) | $12,098 |
Filed as: WILSHIRE ADVISORS LLC 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 | $23,741 | $46,292-48.7% | $143,757-83.5% | $64,808-63.4% |
| Participation rate | 93.2% | 64.2%+29.0pp | 80.3%+12.9pp | 71.5%+21.7pp |
| Annual return | -17.09% | -10.05%-7.0pp | -0.04%-17.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $893 | $1,910-53.3% | $4,951-82.0% | $2,506-64.4% |
| Participant deferral / active EE | $2,272 | $2,646-14.1% | $5,637-59.7% | $4,310-47.3% |
| Admin fee / account holder | $224 | $154+45.7% | $14,673-98.5% | $188+19.3% |