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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,938 |
BHK SECURITIES, LLC1 year Filed as: BHK SECURITIES LLC Service code 49 · EIN 20-2455216 | Other Services | $11,951 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,094 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $27,447 | $52,953-48.2% | $172,739-84.1% | $65,185-57.9% |
| Participation rate | 99.2% | 66.2%+33.0pp | 82.6%+16.5pp | 70.2%+29.0pp |
| Annual return | 20.92% | 30.12%-9.2pp | 802.84%-781.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,623 | $2,190-25.9% | $5,143-68.4% | $2,177-25.4% |
| Participant deferral / active EE | $2,822 | $2,471+14.2% | $5,198-45.7% | $3,514-19.7% |
| Admin fee / account holder | $137 | $472-71.0% | $13,954-99.0% | $847-83.9% |