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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,827 |
BLAZEK & VETTERLING9+ years Service code 10 · EIN 76-0269860 | Accounting | $13,000 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,992 | $58,264+71.6% | $86,612+15.4% | $71,457+39.9% |
| Participation rate | 98.5% | 65.0%+33.5pp | 71.7%+26.8pp | 67.9%+30.5pp |
| Annual return | 16.18% | 21.63%-5.5pp | 591.07%-574.9pp | 28.85%-12.7pp |
| Employer contribution / active EE | $4,852 | $2,574+88.5% | $3,022+60.5% | $2,588+87.5% |
| Participant deferral / active EE | $5,750 | $3,436+67.3% | $4,438+29.6% | $4,289+34.1% |
| Admin fee / account holder | $279 | $1,057-73.6% | $5,614-95.0% | $1,587-82.4% |