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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,527 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $21,687 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $13,860 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,832 | $49,915-40.2% | $154,803-80.7% | $74,304-59.9% |
| Participation rate | 38.7% | 54.0%-15.3pp | 78.1%-39.4pp | 60.3%-21.7pp |
| Annual return | 15.60% | 34.06%-18.5pp | 58.88%-43.3pp | 29.43%-13.8pp |
| Employer contribution / active EE | $647 | $1,611-59.8% | $4,305-85.0% | $2,241-71.1% |
| Participant deferral / active EE | $2,540 | $2,255+12.7% | $5,540-54.2% | $3,767-32.6% |
| Admin fee / account holder | $295 | $2,189-86.5% | $14,329-97.9% | $2,969-90.0% |