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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $253,368 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $66,950 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,268 | $26,479+82.3% | $74,701-35.4% | $77,787-37.9% |
| Participation rate | 26.8% | 37.6%-10.8pp | 54.5%-27.6pp | 73.2%-46.4pp |
| Annual return | 23.13% | 38.31%-15.2pp | 752.92%-729.8pp | 32.57%-9.4pp |
| Employer contribution / active EE | $540 | $440+22.8% | $1,084-50.2% | $2,504-78.4% |
| Participant deferral / active EE | $1,125 | $1,074+4.7% | $1,964-42.7% | $3,967-71.7% |
| Admin fee / account holder | $271 | $119+127.6% | $3,333-91.9% | $100+170.7% |