Filed October 24, 2006
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 | $2,020 |
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.
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 | $25,831 | $55,453-53.4% | $170,442-84.8% | $62,292-58.5% |
| Participation rate | 52.8% | 66.4%-13.6pp | 83.6%-30.8pp | 69.5%-16.7pp |
| Annual return | 13.93% | 21.38%-7.4pp | 205.93%-192.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $178 | $2,164-91.8% | $5,433-96.7% | $2,042-91.3% |
| Participant deferral / active EE | $1,643 | $2,303-28.7% | $4,939-66.7% | $3,169-48.2% |
| Admin fee / account holder | $14 | $455-96.9% | $13,880-99.9% | $479-97.1% |