Filed January 27, 2015
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 |
|---|---|---|
BAIRD INSURANCE SERVICES INC4+ years Service code 49 · EIN 39-1236032 | Other Services | $18,706 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,589 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,025 | $58,083-44.9% | $80,019-60.0% | $56,287-43.1% |
| Participation rate | 76.0% | 73.6%+2.4pp | 75.8%+0.1pp | 69.9%+6.1pp |
| Annual return | -8.80% | 34.61%-43.4pp | 11.22%-20.0pp | -9.96%+1.2pp |
| Employer contribution / active EE | $662 | $1,932-65.7% | $2,468-73.2% | $2,111-68.6% |
| Participant deferral / active EE | $1,739 | $3,135-44.5% | $3,686-52.8% | $3,350-48.1% |
| Admin fee / account holder | $12 | $623-98.1% | $6,521-99.8% | $521-97.7% |