Filed December 27, 1
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 | $19,715 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $10,677 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $140 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,203 | $62,928-64.7% | $172,739-87.1% | $67,579-67.1% |
| Participation rate | 27.2% | 64.5%-37.2pp | 82.6%-55.4pp | 71.3%-44.0pp |
| Annual return | 19.76% | 30.36%-10.6pp | 802.84%-783.1pp | 378.56%-358.8pp |
| Employer contribution / active EE | $167 | $1,636-89.8% | $5,143-96.8% | $2,148-92.2% |
| Participant deferral / active EE | $683 | $2,145-68.2% | $5,198-86.9% | $3,539-80.7% |
| Admin fee / account holder | $171 | $167+2.7% | $13,954-98.8% | $142+20.3% |