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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,321 |
HUNTINGTON NATIONAL BANK2 years Filed as: THE HUNTINGTON NATIONAL BANK Service code 27 · EIN 31-0966785 | Advisory (Plan) | $22,230 |
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 | $28,080 | $47,126-40.4% | $149,673-81.2% | $74,419-62.3% |
| Participation rate | 93.2% | 63.4%+29.8pp | 78.8%+14.4pp | 70.7%+22.4pp |
| Annual return | 16.32% | 22.75%-6.4pp | 134.42%-118.1pp | 34.38%-18.1pp |
| Employer contribution / active EE | $1,235 | $1,905-35.2% | $4,818-74.4% | $2,637-53.2% |
| Participant deferral / active EE | $2,311 | $2,728-15.3% | $5,680-59.3% | $4,528-49.0% |
| Admin fee / account holder | $205 | $343-40.3% | $13,210-98.5% | $348-41.2% |