Filed March 17, 2016 (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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,514 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $17,032 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,453 | $37,196-45.0% | $154,107-86.7% | $55,725-63.3% |
| Participation rate | 98.9% | 64.1%+34.8pp | 83.0%+15.8pp | 70.9%+28.0pp |
| Annual return | -8.54% | 1319.68%-1328.2pp | 735.12%-743.7pp | 244.93%-253.5pp |
| Employer contribution / active EE | $1,518 | $1,614-5.9% | $5,298-71.3% | $2,078-26.9% |
| Participant deferral / active EE | $2,674 | $2,068+29.3% | $5,081-47.4% | $3,356-20.3% |
| Admin fee / account holder | $105 | $102+3.4% | $13,411-99.2% | $115-8.8% |