Filed December 8, 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,666 |
AMERICAN PORTFOLIOS FINANCIAL1+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 · EIN 11-3018002 | Other Services | $1,894 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $25,536 | $37,117-31.2% | $147,614-82.7% | $55,191-53.7% |
| Participation rate | 86.0% | 63.6%+22.4pp | 84.6%+1.4pp | 69.2%+16.8pp |
| Annual return | -0.24% | 3.44%-3.7pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,540 | $1,620-5.0% | $5,564-72.3% | $1,899-18.9% |
| Participant deferral / active EE | $1,880 | $1,985-5.3% | $4,895-61.6% | $3,046-38.3% |
| Admin fee / account holder | $111 | $86+29.2% | $11,611-99.0% | $91+21.7% |