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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,783 |
WOODBURY FINANCIAL SERVICES3 years Service code 49 · EIN 41-0944586 | Other Services | $5,105 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $25,843 | $58,879-56.1% | $178,490-85.5% | $73,488-64.8% |
| Participation rate | 73.3% | 66.2%+7.1pp | 81.9%-8.6pp | 70.7%+2.6pp |
| Annual return | 13.21% | 24.86%-11.6pp | 151.07%-137.9pp | 28.51%-15.3pp |
| Employer contribution / active EE | $241 | $2,236-89.2% | $5,011-95.2% | $2,270-89.4% |
| Participant deferral / active EE | $1,961 | $2,567-23.6% | $5,202-62.3% | $3,740-47.6% |
| Admin fee / account holder | $28 | $400-93.1% | $13,984-99.8% | $513-94.6% |