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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,522 |
Filed as: WILSHIRE ADVISORS LLC 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 | $33,320 | $65,061-48.8% | $143,757-76.8% | $66,914-50.2% |
| Participation rate | 98.9% | 65.2%+33.8pp | 80.3%+18.6pp | 69.8%+29.1pp |
| Annual return | -17.58% | -11.14%-6.4pp | -0.04%-17.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,669 | $2,361-29.3% | $4,951-66.3% | $2,544-34.4% |
| Participant deferral / active EE | $3,114 | $2,919+6.7% | $5,637-44.8% | $4,237-26.5% |
| Admin fee / account holder | $167 | $502-66.6% | $14,673-98.9% | $593-71.8% |