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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,061 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SVCS Service code 27 · EIN 41-0944586 | Advisory (Plan) | $20,000 |
Service code 28 · EIN 20-4751585 | Investment Management | $14,921 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,577 | $79,519+29.0% | $95,952+6.9% | $73,409+39.7% |
| Participation rate | 96.5% | 81.2%+15.3pp | 77.1%+19.4pp | 72.2%+24.3pp |
| Annual return | 13.97% | 19.20%-5.2pp | 91.61%-77.6pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,478 | $2,048-27.8% | $2,541-41.8% | $2,234-33.8% |
| Participant deferral / active EE | $4,460 | $4,138+7.8% | $4,167+7.0% | $3,805+17.2% |
| Admin fee / account holder | $337 | $184+83.0% | $6,795-95.0% | $158+113.7% |