Filed April 29, 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,212 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC. Service code 27 · EIN 34-1542819 | Advisory (Plan) | $27,729 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $14,300 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $78,313-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.0%-13.0pp | 13.5%-13.5pp |
| Annual return | 8.36% | 10.60%-2.2pp | 6.61%+1.8pp | 9.29%-0.9pp |
| Employer contribution / active EE | $37,500 | $14,953+150.8% | $24,284+54.4% | $15,168+147.2% |
| Participant deferral / active EE | $333 | $12+2700.0% | $408-18.4% | $67+394.8% |
| Admin fee / account holder | $0 | $2,037-100.0% | $19,478-100.0% | $2,037-100.0% |