Filed March 17, 2016
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 6-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 |
|---|---|---|
EDWARD JONES6+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,895 |
NOVA 401(K) ASSOCIATES2 years Service code 13 · EIN 06-2287400 | Contract Administrator | $6,872 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,793 |
MORNINGSTAR4 years 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,289 | $95,880-30.9% | $107,525-38.3% | $85,563-22.5% |
| Participation rate | 42.1% | 70.1%-28.1pp | 75.1%-33.0pp | 66.0%-23.9pp |
| Annual return | 13.35% | 68.06%-54.7pp | 181.32%-168.0pp | 31.51%-18.2pp |
| Employer contribution / active EE | $1,388 | $3,812-63.6% | $3,754-63.0% | $2,654-47.7% |
| Participant deferral / active EE | $1,794 | $4,201-57.3% | $5,116-64.9% | $4,375-59.0% |
| Admin fee / account holder | $44 | $1,025-95.7% | $8,919-99.5% | $834-94.7% |