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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,387 |
BLAZEK & VETTERLING10+ years Service code 10 · EIN 76-0269860 | Accounting | $12,500 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,732 | $60,323+72.0% | $81,812+26.8% | $74,495+39.2% |
| Participation rate | 99.5% | 62.9%+36.7pp | 72.3%+27.2pp | 67.2%+32.3pp |
| Annual return | 11.61% | 16.90%-5.3pp | 773.79%-762.2pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $5,088 | $2,620+94.2% | $2,912+74.7% | $2,623+94.0% |
| Participant deferral / active EE | $5,769 | $3,387+70.3% | $4,319+33.6% | $4,346+32.8% |
| Admin fee / account holder | $295 | $1,486-80.1% | $7,386-96.0% | $1,942-84.8% |