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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,616 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,407 | $44,873-16.6% | $79,464-52.9% | $56,287-33.5% |
| Participation rate | 98.3% | 68.7%+29.6pp | 73.3%+25.0pp | 69.9%+28.5pp |
| Annual return | -7.88% | 0.81%-8.7pp | 718.14%-726.0pp | -9.96%+2.1pp |
| Employer contribution / active EE | $2,324 | $2,140+8.6% | $2,800-17.0% | $2,111+10.1% |
| Participant deferral / active EE | $3,477 | $2,746+26.6% | $3,704-6.1% | $3,350+3.8% |
| Admin fee / account holder | $12 | $418-97.1% | $5,113-99.8% | $521-97.7% |