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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,966 |
BCG SECURITIES1 year Filed as: BCG PENSION RISK Service code 27 · EIN 88-1100312 | Advisory (Plan) | $24,000 |
MARCUM LLP1 year Filed as: MARCUM ACCOUNTANTS AND A Service code 10 · EIN 11-1986323 | Accounting | $21,580 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS LLC. Service code 27 · EIN 34-1542819 | Advisory (Plan) | $10,685 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $6,886-100.0% | $6,886-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 11.1%-11.1pp | 44.0%-44.0pp |
| Annual return | -4.66% | 7.88%-12.5pp | 7.14%-11.8pp | 13.05%-17.7pp |
| Employer contribution / active EE | $0 | $27,127-100.0% | $20,022-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $5-100.0% | $5-100.0% | $30,864-100.0% |