Filed December 30, 1992
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 9-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,763 |
MCCALL SCANLON & TICE, LLC1+ years Filed as: MCCALL II, RONALD R. Service code 49 1120 20TH PL · VERO BEACH, FL 329605362 | Other Services | $16,600 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,708 | $61,125-20.3% | $108,579-55.1% | $63,975-23.9% |
| Participation rate | 58.2% | 80.5%-22.3pp | 79.6%-21.3pp | 71.1%-12.9pp |
| Annual return | 12.06% | 14.06%-2.0pp | -51.70%+63.8pp | 48.65%-36.6pp |
| Employer contribution / active EE | $409 | $2,237-81.7% | $3,758-89.1% | $2,182-81.3% |
| Participant deferral / active EE | $2,322 | $3,574-35.0% | $4,311-46.1% | $3,356-30.8% |
| Admin fee / account holder | $124 | $72+71.7% | $7,645-98.4% | $70+75.4% |