Filed December 8, 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,922 |
MMA SECURITIES LLC1 year Filed as: MARSH INS & INVESTMENTS CORP Service code 49 · EIN 52-2189187 | Other Services | $2,489 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,788 | $52,149+8.9% | $122,332-53.6% | $77,958-27.2% |
| Participation rate | 88.9% | 58.6%+30.4pp | 71.6%+17.3pp | 71.6%+17.3pp |
| Annual return | 21.13% | 17.75%+3.4pp | 30.27%-9.1pp | 20.87%+0.3pp |
| Employer contribution / active EE | $1,992 | $1,750+13.8% | $4,050-50.8% | $2,310-13.8% |
| Participant deferral / active EE | $5,695 | $2,114+169.3% | $3,287+73.3% | $3,537+61.0% |
| Admin fee / account holder | $19 | $93-79.2% | $5,478-99.6% | $97-80.1% |