Filed December 10, 2002
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 COMPANY6+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 111 WEST STATE STREET · MASON CITY, IA 50404 | Contract Administrator | $84,111 |
HEALEY AND ASSOCIATES, INC5+ years Service code 27 · EIN 01-0343875 PO BOX 599 · PORTLAND, ME 041120599 | Advisory (Plan) | $46,635 |
Filed as: VOYA Service code 60 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Sub-TA Fees | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Filed as: WILSHIRE ASSOCIATES INCO Service code 27 | 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 | $32,642 | $52,293-37.6% | $178,490-81.7% | $73,409-55.5% |
| Participation rate | 80.3% | 65.3%+15.0pp | 81.9%-1.6pp | 72.2%+8.1pp |
| Annual return | 15.88% | 34.75%-18.9pp | 151.07%-135.2pp | 59.29%-43.4pp |
| Employer contribution / active EE | $1,172 | $1,735-32.4% | $5,011-76.6% | $2,234-47.5% |
| Participant deferral / active EE | $1,535 | $2,332-34.2% | $5,202-70.5% | $3,805-59.7% |
| Admin fee / account holder | $256 | $127+101.4% | $13,984-98.2% | $158+62.4% |