Filed May 20, 2015
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 | $85,000 |
BLAZEK & VETTERLING7+ years Service code 10 · EIN 76-0269860 | Accounting | $24,000 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,999 | $63,745+78.8% | $98,442+15.8% | $79,386+43.6% |
| Participation rate | 99.4% | 69.9%+29.6pp | 73.3%+26.1pp | 70.7%+28.7pp |
| Annual return | 12.91% | 625.80%-612.9pp | 1492.73%-1479.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $4,582 | $2,557+79.2% | $2,960+54.8% | $2,427+88.7% |
| Participant deferral / active EE | $5,395 | $3,303+63.3% | $4,276+26.2% | $4,046+33.4% |
| Admin fee / account holder | $335 | $516-35.1% | $5,949-94.4% | $626-46.6% |