Filed June 30, 2016 (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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,185 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $103,613 | $72,770+42.4% | $67,652+53.2% | $55,191+87.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 1.78% | -3.26%+5.0pp | 6625.04%-6623.3pp | 10.78%-9.0pp |
| Employer contribution / active EE | $1,938 | $1,769+9.5% | $2,266-14.5% | $1,899+2.1% |
| Participant deferral / active EE | $5,497 | $3,408+61.3% | $3,560+54.4% | $3,046+80.4% |
| Admin fee / account holder | $249 | $79+216.4% | $4,821-94.8% | $91+174.7% |