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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,675 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $12,175 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $9,233 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $130 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $23,502 | $52,293-55.1% | $178,490-86.8% | $73,409-68.0% |
| Participation rate | 33.5% | 65.3%-31.8pp | 81.9%-48.4pp | 72.2%-38.6pp |
| Annual return | 14.96% | 34.75%-19.8pp | 151.07%-136.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $232 | $1,735-86.6% | $5,011-95.4% | $2,234-89.6% |
| Participant deferral / active EE | $916 | $2,332-60.7% | $5,202-82.4% | $3,805-75.9% |
| Admin fee / account holder | $220 | $127+72.7% | $13,984-98.4% | $158+39.3% |