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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,643 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $24,777 | $36,916-32.9% | $156,549-84.2% | $57,658-57.0% |
| Participation rate | 90.0% | 63.4%+26.6pp | 84.0%+6.0pp | 70.2%+19.8pp |
| Annual return | 8.33% | 12.38%-4.1pp | 32.23%-23.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,681 | $1,571+7.0% | $5,501-69.4% | $1,974-14.8% |
| Participant deferral / active EE | $2,019 | $1,926+4.9% | $4,871-58.5% | $3,061-34.0% |
| Admin fee / account holder | $93 | $82+12.3% | $13,027-99.3% | $95-2.0% |