Filed January 3, 2014
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 | $2,722 |
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 | $41,226 | $50,637-18.6% | $86,590-52.4% | $62,292-33.8% |
| Participation rate | 96.4% | 67.9%+28.5pp | 73.5%+22.9pp | 69.5%+26.9pp |
| Annual return | 19.27% | 20.80%-1.5pp | 964.84%-945.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $2,372 | $2,075+14.3% | $2,839-16.4% | $2,042+16.2% |
| Participant deferral / active EE | $3,273 | $2,611+25.4% | $3,609-9.3% | $3,169+3.3% |
| Admin fee / account holder | $14 | $413-96.7% | $4,906-99.7% | $479-97.2% |