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 | $13,351 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,809 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $61,258 | $64,311-4.7% | $110,238-44.4% | $75,289-18.6% |
| Participation rate | 57.7% | 79.3%-21.5pp | 79.8%-22.1pp | 72.4%-14.7pp |
| Annual return | 12.01% | -1.74%+13.8pp | 314.74%-302.7pp | -0.04%+12.1pp |
| Employer contribution / active EE | $448 | $2,404-81.4% | $3,826-88.3% | $2,405-81.4% |
| Participant deferral / active EE | $2,708 | $3,892-30.4% | $4,672-42.0% | $3,739-27.6% |
| Admin fee / account holder | $18 | $88-79.1% | $8,547-99.8% | $102-82.1% |