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 INC8+ years Service code 49 · EIN 39-1236032 | Other Services | $17,669 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $789 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,042 | $73,004-23.2% | $90,749-38.2% | $68,494-18.2% |
| Participation rate | 64.1% | 70.8%-6.7pp | 75.7%-11.6pp | 67.9%-3.8pp |
| Annual return | -18.49% | -13.81%-4.7pp | -12.16%-6.3pp | -7.84%-10.7pp |
| Employer contribution / active EE | $330 | $2,193-84.9% | $2,921-88.7% | $2,596-87.3% |
| Participant deferral / active EE | $1,914 | $3,627-47.2% | $4,564-58.1% | $4,027-52.5% |
| Admin fee / account holder | $11 | $5,896-99.8% | $8,445-99.9% | $5,403-99.8% |