Filed December 21, 1992 (most recent of 2 filings on file)
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,206 |
Filed as: WOODBURY FINANCIAL SVCS Service code 27 · EIN 41-0944586 | Advisory (Plan) | $8,333 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $85,094 | $69,305+22.8% | $82,313+3.4% | $69,631+22.2% |
| Participation rate | 93.6% | 80.3%+13.3pp | 76.9%+16.7pp | 70.7%+22.9pp |
| Annual return | 16.62% | 21.47%-4.8pp | 25.88%-9.3pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,514 | $1,887-19.8% | $2,428-37.7% | $2,032-25.5% |
| Participant deferral / active EE | $4,276 | $3,568+19.8% | $3,706+15.4% | $3,224+32.6% |
| Admin fee / account holder | $212 | $97+117.9% | $5,608-96.2% | $110+91.8% |