Filed November 8, 2014
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 9-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,223 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,092 | $46,732-44.2% | $156,549-83.3% | $55,167-52.7% |
| Participation rate | 77.3% | 65.8%+11.5pp | 84.0%-6.7pp | 69.0%+8.3pp |
| Annual return | 9.05% | 17.72%-8.7pp | 32.23%-23.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $939 | $2,105-55.4% | $5,501-82.9% | $1,963-52.1% |
| Participant deferral / active EE | $2,697 | $2,204+22.4% | $4,871-44.6% | $3,054-11.7% |
| Admin fee / account holder | $40 | $418-90.3% | $13,027-99.7% | $504-92.0% |