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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,279 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SVCS Service code 27 · EIN 41-0944586 | Advisory (Plan) | $20,000 |
Service code 28 · EIN 20-4751585 | Investment Management | $11,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,288 | $65,118+12.5% | $76,768-4.5% | $55,725+31.5% |
| Participation rate | 91.7% | 79.6%+12.1pp | 77.0%+14.7pp | 70.9%+20.8pp |
| Annual return | -5.22% | -1.27%-3.9pp | 2.43%-7.6pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,579 | $1,941-18.7% | $2,485-36.5% | $2,078-24.0% |
| Participant deferral / active EE | $4,462 | $3,688+21.0% | $3,852+15.8% | $3,356+33.0% |
| Admin fee / account holder | $310 | $116+167.1% | $6,675-95.4% | $115+168.7% |