Filed March 14, 2018
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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC. Service code 49 · EIN 42-0941553 | Other Services | $13,995 |
SUPERIORUSA CORPORATION7 years Service code 13 · EIN 33-1197652 | Contract Administrator | $6,414 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,548 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140040 | Contract Administrator | $625 |
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 | $45,657 | $47,126-3.1% | $149,673-69.5% | $74,419-38.6% |
| Participation rate | 23.3% | 63.4%-40.1pp | 78.8%-55.5pp | 70.7%-47.5pp |
| Annual return | 17.51% | 22.75%-5.2pp | 134.42%-116.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $266 | $1,905-86.0% | $4,818-94.5% | $2,637-89.9% |
| Participant deferral / active EE | $929 | $2,728-65.9% | $5,680-83.6% | $4,528-79.5% |
| Admin fee / account holder | $61 | $343-82.1% | $13,210-99.5% | $348-82.4% |