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 COMPANY2+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503922300 | Contract Administrator | $15,451 |
EQUITABLE ADVISORS LLC1 year Filed as: AXA EQUITABLE FINANCIAL SERVICE LLC Service code 13 · EIN 13-3623351 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Contract Administrator | $766 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,967 | $46,732-27.3% | $156,549-78.3% | $55,167-38.4% |
| Participation rate | 66.3% | 65.8%+0.5pp | 84.0%-17.7pp | 69.0%-2.7pp |
| Annual return | 4.27% | 17.72%-13.4pp | 32.23%-28.0pp | 169.23%-165.0pp |
| Employer contribution / active EE | $742 | $2,105-64.8% | $5,501-86.5% | $1,963-62.2% |
| Participant deferral / active EE | $1,700 | $2,204-22.9% | $4,871-65.1% | $3,054-44.3% |
| Admin fee / account holder | $116 | $418-72.2% | $13,027-99.1% | $504-76.9% |