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 INC5+ years Service code 49 · EIN 39-1236032 | Other Services | $18,305 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,394 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,114 | $66,310-39.5% | $93,606-57.1% | $65,185-38.5% |
| Participation rate | 78.7% | 74.0%+4.7pp | 75.8%+2.9pp | 70.2%+8.5pp |
| Annual return | 19.56% | 42.58%-23.0pp | 32.76%-13.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $668 | $2,012-66.8% | $2,718-75.4% | $2,177-69.3% |
| Participant deferral / active EE | $1,796 | $3,342-46.3% | $4,069-55.9% | $3,514-48.9% |
| Admin fee / account holder | $20 | $6,897-99.7% | $7,888-99.7% | $847-97.6% |