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 | $92,224-28.1% | $105,223-37.0% | $79,634-16.8% |
| Participation rate | 42.1% | 69.2%-27.1pp | 75.0%-33.0pp | 62.5%-20.4pp |
| Annual return | 13.35% | 88.65%-75.3pp | 180.65%-167.3pp | 36.46%-23.1pp |
| Employer contribution / active EE | $1,388 | $3,965-65.0% | $3,689-62.4% | $2,529-45.1% |
| Participant deferral / active EE | $1,794 | $3,834-53.2% | $5,072-64.6% | $3,835-53.2% |
| Admin fee / account holder | $44 | $1,121-96.0% | $8,859-99.5% | $1,002-95.6% |