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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,369 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,978 | $61,156-33.0% | $185,823-77.9% | $79,386-48.4% |
| Participation rate | 97.3% | 66.6%+30.7pp | 81.7%+15.6pp | 70.7%+26.6pp |
| Annual return | 14.06% | 19.45%-5.4pp | 122.05%-108.0pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,668 | $2,321-28.1% | $5,167-67.7% | $2,427-31.3% |
| Participant deferral / active EE | $3,411 | $2,789+22.3% | $5,568-38.7% | $4,046-15.7% |
| Admin fee / account holder | $177 | $710-75.1% | $16,237-98.9% | $626-71.8% |