Filed July 1, 1999
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 | $51,410 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $42,564 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,520 | $71,192+1.9% | $117,854-38.5% | $62,292+16.4% |
| Participation rate | 84.6% | 74.2%+10.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 16.27% | 18.66%-2.4pp | 335.08%-318.8pp | 28.90%-12.6pp |
| Employer contribution / active EE | $841 | $1,934-56.5% | $3,786-77.8% | $2,042-58.8% |
| Participant deferral / active EE | $4,526 | $3,189+41.9% | $4,482+1.0% | $3,169+42.8% |
| Admin fee / account holder | $223 | $587-62.1% | $8,020-97.2% | $479-53.6% |