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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $184,059 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $60,492 |
MARCUM LLP2 years Service code 10 · EIN 11-1986323 | Accounting | $14,160 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,219 | $36,939+54.9% | $80,716-29.1% | $93,030-38.5% |
| Participation rate | 22.1% | 32.6%-10.4pp | 54.2%-32.0pp | 73.9%-51.8pp |
| Annual return | 14.76% | 17.55%-2.8pp | 87.28%-72.5pp | 158.70%-143.9pp |
| Employer contribution / active EE | $0 | $455-100.0% | $1,160-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $906 | $1,044-13.2% | $2,146-57.8% | $4,562-80.1% |
| Admin fee / account holder | $286 | $162+77.0% | $3,380-91.5% | $152+88.6% |