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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,579 |
MORNINGSTAR2 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,340 | $100,227+124.8% | $169,993+32.6% | $74,419+202.8% |
| Participation rate | 99.0% | 87.3%+11.6pp | 87.0%+12.0pp | 70.7%+28.2pp |
| Annual return | 16.25% | 66.08%-49.8pp | 53.37%-37.1pp | 34.38%-18.1pp |
| Employer contribution / active EE | $6,734 | $4,263+58.0% | $6,785-0.8% | $2,637+155.3% |
| Participant deferral / active EE | $9,008 | $7,143+26.1% | $10,408-13.4% | $4,528+98.9% |
| Admin fee / account holder | $205 | $234-12.6% | $12,815-98.4% | $348-41.1% |