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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,955 |
MORNINGSTAR3 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 | $234,327 | $129,021+81.6% | $184,203+27.2% | $77,643+201.8% |
| Participation rate | 99.5% | 87.3%+12.1pp | 86.8%+12.7pp | 70.6%+28.9pp |
| Annual return | 13.63% | 33.27%-19.6pp | 28.81%-15.2pp | 31.24%-17.6pp |
| Employer contribution / active EE | $7,033 | $4,413+59.4% | $6,427+9.4% | $2,726+158.0% |
| Participant deferral / active EE | $9,680 | $7,297+32.7% | $9,131+6.0% | $4,647+108.3% |
| Admin fee / account holder | $230 | $254-9.5% | $13,901-98.3% | $430-46.6% |