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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,903 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $145,546 | $80,005+81.9% | $140,016+3.9% | $55,725+161.2% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -5.79% | 0.46%-6.2pp | 651.12%-656.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $10,959 | $3,403+222.1% | $5,606+95.5% | $2,078+427.3% |
| Participant deferral / active EE | $6,826 | $5,264+29.7% | $6,927-1.5% | $3,356+103.4% |
| Admin fee / account holder | $300 | $116+159.1% | $10,705-97.2% | $115+160.2% |