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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,827 |
Service code 49 · EIN 34-1004471 | Other Services | $17,637 |
VALMARK ADVISERS INC2 years Filed as: VALMARK SECURITIES INC Service code 49 · EIN 34-1724087 | Other Services | $6,951 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,746 | $37,196-36.2% | $154,107-84.6% | $55,725-57.4% |
| Participation rate | 93.4% | 64.1%+29.3pp | 83.0%+10.4pp | 70.9%+22.6pp |
| Annual return | -7.57% | 1319.68%-1327.2pp | 735.12%-742.7pp | 244.93%-252.5pp |
| Employer contribution / active EE | $1,648 | $1,614+2.1% | $5,298-68.9% | $2,078-20.7% |
| Participant deferral / active EE | $2,041 | $2,068-1.3% | $5,081-59.8% | $3,356-39.2% |
| Admin fee / account holder | $65 | $102-36.1% | $13,411-99.5% | $115-43.7% |