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 | $224,933 |
COMPREHENSIVE FINANCIAL PLANNING2+ years Filed as: COMPREHENSIVE ASSET MANAGEMENT & SE Service code 49 · EIN 22-3526587 | Other Services | $106,639 |
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES, LLC Service code 10 · EIN 01-0494526 | Accounting | $15,000 |
ELLIOT HEALTH SYSTEM1 year Service code 10 · EIN 02-0509911 | Accounting | $14,750 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,556 | $37,213+57.4% | $156,549-62.6% | $63,975-8.5% |
| Participation rate | 76.0% | 65.0%+11.1pp | 84.0%-8.0pp | 71.1%+4.9pp |
| Annual return | 8.77% | 47.89%-39.1pp | 32.23%-23.5pp | 48.65%-39.9pp |
| Employer contribution / active EE | $1,571 | $1,357+15.8% | $5,501-71.4% | $2,182-28.0% |
| Participant deferral / active EE | $3,549 | $2,070+71.4% | $4,871-27.1% | $3,356+5.7% |
| Admin fee / account holder | $65 | $56+15.6% | $13,027-99.5% | $70-7.6% |