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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $122,597 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $37,710 |
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 | $34,960 | $50,982-31.4% | $154,803-77.4% | $85,563-59.1% |
| Participation rate | 96.4% | 59.8%+36.6pp | 78.1%+18.3pp | 66.0%+30.4pp |
| Annual return | 16.51% | 30.35%-13.8pp | 58.88%-42.4pp | 31.51%-15.0pp |
| Employer contribution / active EE | $1,317 | $1,708-22.9% | $4,305-69.4% | $2,654-50.4% |
| Participant deferral / active EE | $2,779 | $2,474+12.3% | $5,540-49.8% | $4,375-36.5% |
| Admin fee / account holder | $247 | $846-70.8% | $14,329-98.3% | $834-70.4% |