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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,136 |
Service code 49 · EIN 34-1004471 | Other Services | $19,788 |
VALMARK ADVISERS INC3 years Filed as: VALMARK SECURITIES INC Service code 49 · EIN 34-1724087 | Other Services | $7,109 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $30,874 | $62,928-50.9% | $172,739-82.1% | $67,579-54.3% |
| Participation rate | 94.2% | 64.5%+29.8pp | 82.6%+11.6pp | 71.3%+22.9pp |
| Annual return | 22.50% | 30.36%-7.9pp | 802.84%-780.3pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,815 | $1,636+10.9% | $5,143-64.7% | $2,148-15.5% |
| Participant deferral / active EE | $2,259 | $2,145+5.3% | $5,198-56.5% | $3,539-36.2% |
| Admin fee / account holder | $147 | $167-11.7% | $13,954-98.9% | $142+3.4% |