Filed April 19, 2016 (most recent of 3 filings on file)
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,925 |
WILSHIRE ASSOCIATES INCORPORATED1+ years 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 | $109,317 | $68,413+59.8% | $123,104-11.2% | $55,191+98.1% |
| Participation rate | 99.7% | 84.5%+15.1pp | 86.8%+12.9pp | 69.2%+30.5pp |
| Annual return | 1.50% | 6.30%-4.8pp | 13.22%-11.7pp | 10.78%-9.3pp |
| Employer contribution / active EE | $10,036 | $3,050+229.0% | $5,151+94.8% | $1,899+428.6% |
| Participant deferral / active EE | $5,318 | $4,490+18.4% | $6,230-14.6% | $3,046+74.6% |
| Admin fee / account holder | $160 | $88+82.0% | $9,015-98.2% | $91+76.0% |