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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,170 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $33,185 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,204 | $50,815-40.6% | $155,509-80.6% | $77,643-61.1% |
| Participation rate | 91.1% | 63.1%+28.0pp | 78.2%+12.9pp | 70.6%+20.5pp |
| Annual return | 12.48% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,231 | $1,993-38.2% | $4,672-73.7% | $2,726-54.8% |
| Participant deferral / active EE | $2,408 | $2,822-14.7% | $5,626-57.2% | $4,647-48.2% |
| Admin fee / account holder | $228 | $437-47.9% | $15,912-98.6% | $430-47.1% |