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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,079 |
Filed as: WILSHIRE ADVISORS LLC 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 | $93,418 | $51,197+82.5% | $82,719+12.9% | $66,914+39.6% |
| Participation rate | 98.9% | 67.8%+31.0pp | 72.6%+26.3pp | 69.8%+29.1pp |
| Annual return | -15.51% | -9.64%-5.9pp | 701.18%-716.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $5,018 | $2,611+92.2% | $3,009+66.8% | $2,544+97.2% |
| Participant deferral / active EE | $5,234 | $3,458+51.4% | $4,395+19.1% | $4,237+23.5% |
| Admin fee / account holder | $307 | $416-26.2% | $5,329-94.2% | $593-48.3% |