Filed November 8, 2014 (most recent of 2 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 | $319,113 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $117,650 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,340 | $131,799+1.9% | $200,582-33.0% | $85,563+57.0% |
| Participation rate | 97.4% | 87.9%+9.5pp | 86.9%+10.5pp | 66.0%+31.4pp |
| Annual return | 17.63% | 21.59%-4.0pp | 42.33%-24.7pp | 31.51%-13.9pp |
| Employer contribution / active EE | $4,490 | $4,532-0.9% | $6,419-30.1% | $2,654+69.2% |
| Participant deferral / active EE | $12,367 | $7,702+60.6% | $9,331+32.5% | $4,375+182.7% |
| Admin fee / account holder | $258 | $235+9.9% | $16,305-98.4% | $834-69.0% |