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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $129,364 |
BENEFIT FIDUCIARY GROUP LLC2 years Service code 27 · EIN 27-4653554 | Advisory (Plan) | $42,481 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,869 | $47,126-13.3% | $149,673-72.7% | $74,419-45.1% |
| Participation rate | 97.1% | 63.4%+33.7pp | 78.8%+18.3pp | 70.7%+26.3pp |
| Annual return | 15.86% | 22.75%-6.9pp | 134.42%-118.6pp | 34.38%-18.5pp |
| Employer contribution / active EE | $2,098 | $1,905+10.1% | $4,818-56.4% | $2,637-20.4% |
| Participant deferral / active EE | $2,790 | $2,728+2.3% | $5,680-50.9% | $4,528-38.4% |
| Admin fee / account holder | $291 | $343-15.0% | $13,210-97.8% | $348-16.2% |