Filed December 16, 2014
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,386 |
SIGMA FINANCIAL CORPORATION5 years Filed as: SIGMA PLANNING CORPORATION Service code 27 · EIN 38-2472558 | Advisory (Plan) | $9,178 |
724 CAPITAL LLC1 year Filed as: 724 CAPITAL, LLC Service code 27 · EIN 87-3761300 | Advisory (Plan) | $9,068 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $39,707 | $49,915-20.5% | $154,803-74.3% | $74,304-46.6% |
| Participation rate | 81.0% | 54.0%+27.1pp | 78.1%+2.9pp | 60.3%+20.7pp |
| Annual return | 13.62% | 34.06%-20.4pp | 58.88%-45.3pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,803 | $1,611+11.9% | $4,305-58.1% | $2,241-19.6% |
| Participant deferral / active EE | $2,549 | $2,255+13.1% | $5,540-54.0% | $3,767-32.3% |
| Admin fee / account holder | $267 | $2,189-87.8% | $14,329-98.1% | $2,969-91.0% |