Filed January 6, 2006
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,062 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $27,280 | $36,916-26.1% | $156,549-82.6% | $57,658-52.7% |
| Participation rate | 70.3% | 63.4%+6.9pp | 84.0%-13.7pp | 70.2%+0.1pp |
| Annual return | 6.23% | 12.38%-6.1pp | 32.23%-26.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $535 | $1,571-65.9% | $5,501-90.3% | $1,974-72.9% |
| Participant deferral / active EE | $880 | $1,926-54.3% | $4,871-81.9% | $3,061-71.2% |
| Admin fee / account holder | $42 | $82-48.7% | $13,027-99.7% | $95-55.2% |