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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,884 |
Service code 49 · EIN 34-1004471 | Other Services | $18,952 |
VALMARK ADVISERS INC4 years Filed as: VALMARK SECURITIES INC Service code 49 · EIN 34-1724087 | Other Services | $6,442 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $38,742 | $52,293-25.9% | $178,490-78.3% | $73,409-47.2% |
| Participation rate | 95.0% | 65.3%+29.7pp | 81.9%+13.1pp | 72.2%+22.8pp |
| Annual return | 14.81% | 34.75%-19.9pp | 151.07%-136.3pp | 59.29%-44.5pp |
| Employer contribution / active EE | $2,029 | $1,735+16.9% | $5,011-59.5% | $2,234-9.2% |
| Participant deferral / active EE | $2,542 | $2,332+9.0% | $5,202-51.1% | $3,805-33.2% |
| Admin fee / account holder | $228 | $127+79.1% | $13,984-98.4% | $158+44.5% |