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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,373 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,899 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
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 | $55,719 | $67,228-17.1% | $117,854-52.7% | $77,958-28.5% |
| Participation rate | 55.7% | 79.4%-23.7pp | 79.7%-24.0pp | 71.6%-16.0pp |
| Annual return | 16.95% | 19.13%-2.2pp | 335.08%-318.1pp | 20.87%-3.9pp |
| Employer contribution / active EE | $420 | $2,211-81.0% | $3,786-88.9% | $2,310-81.8% |
| Participant deferral / active EE | $2,487 | $3,653-31.9% | $4,482-44.5% | $3,537-29.7% |
| Admin fee / account holder | $11 | $76-85.3% | $8,020-99.9% | $97-88.6% |