Filed October 16, 2015 (most recent of 2 filings on file)
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 711 HIGH STREET · DES MOINES, IA 503922300 | Contract Administrator | $47,503 |
RESOURCE 1, INC.5 years Service code 27 · EIN 20-3941578 | Advisory (Plan) | $15,187 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 132214956 | Directed Trustee | $954 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 27 · EIN 95-2755361 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,523 | $55,415-5.2% | $155,509-66.2% | $74,495-29.5% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 10.58% | 268.50%-257.9pp | 64.67%-54.1pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,910 | $2,267-15.8% | $4,672-59.1% | $2,623-27.2% |
| Participant deferral / active EE | $4,590 | $2,836+61.9% | $5,626-18.4% | $4,346+5.6% |
| Admin fee / account holder | $257 | $1,738-85.2% | $15,912-98.4% | $1,942-86.8% |