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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $129,022 |
BENEFIT FIDUCIARY GROUP LLC3 years Service code 27 · EIN 27-4653554 | Advisory (Plan) | $45,089 |
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 | $43,143 | $50,815-15.1% | $155,509-72.3% | $77,643-44.4% |
| Participation rate | 98.6% | 63.1%+35.5pp | 78.2%+20.4pp | 70.6%+28.1pp |
| Annual return | 13.13% | 34.80%-21.7pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,282 | $1,993+14.5% | $4,672-51.2% | $2,726-16.3% |
| Participant deferral / active EE | $3,169 | $2,822+12.3% | $5,626-43.7% | $4,647-31.8% |
| Admin fee / account holder | $296 | $437-32.2% | $15,912-98.1% | $430-31.2% |