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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,748 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $76,874 | $80,354-4.3% | $133,980-42.6% | $63,975+20.2% |
| Participation rate | 98.1% | 87.5%+10.6pp | 87.1%+11.1pp | 71.1%+27.0pp |
| Annual return | 11.83% | 13.11%-1.3pp | 29.30%-17.5pp | 48.65%-36.8pp |
| Employer contribution / active EE | $610 | $3,503-82.6% | $5,211-88.3% | $2,182-72.0% |
| Participant deferral / active EE | $5,304 | $5,239+1.2% | $6,282-15.6% | $3,356+58.0% |
| Admin fee / account holder | $35 | $69-50.1% | $9,324-99.6% | $70-50.9% |