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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,006 |
WOODBURY FINANCIAL SERVICES6 years Filed as: WOODBURY FINANCIAL SVCS Service code 27 · EIN 41-0944586 | Advisory (Plan) | $20,000 |
Filed as: DIMEO SCHNEIDER Service code 27 · EIN 36-4001764 | Advisory (Plan) | $17,220 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,409 | $72,254+11.3% | $86,677-7.2% | $64,808+24.1% |
| Participation rate | 94.8% | 80.4%+14.4pp | 76.6%+18.3pp | 71.5%+23.4pp |
| Annual return | -13.89% | 392.42%-406.3pp | 35.91%-49.8pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,559 | $2,393-34.8% | $2,836-45.0% | $2,506-37.8% |
| Participant deferral / active EE | $4,722 | $4,658+1.4% | $4,656+1.4% | $4,310+9.6% |
| Admin fee / account holder | $264 | $174+51.9% | $7,493-96.5% | $188+40.7% |