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 | $159,998 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $53,004 |
MARCUM LLP5 years Service code 10 · EIN 11-1986323 | Accounting | $30,940 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,539 | $31,741+68.7% | $56,411-5.1% | $199,593-73.2% |
| Participation rate | 23.6% | 32.3%-8.8pp | 52.5%-28.9pp | 72.0%-48.4pp |
| Annual return | 16.37% | 14.72%+1.7pp | 1701.33%-1685.0pp | 34.25%-17.9pp |
| Employer contribution / active EE | $543 | $508+6.9% | $1,039-47.8% | $3,034-82.1% |
| Participant deferral / active EE | $921 | $1,184-22.2% | $1,952-52.8% | $5,087-81.9% |
| Admin fee / account holder | $247 | $426-42.1% | $2,829-91.3% | $269-8.2% |