Filed December 31, 2022 (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 COMPANY1+ years Service code 13 · EIN 42-0127290 1 EXCHANGE PLACE · JERSEY CITY, NJ 073023920 | Contract Administrator | $7,979 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,714 | $33,745-3.1% | $64,105-49.0% | $55,191-40.7% |
| Participation rate | 95.2% | 59.4%+35.8pp | 68.2%+27.0pp | 69.2%+26.0pp |
| Annual return | -0.34% | 4.95%-5.3pp | 791.24%-791.6pp | 10.78%-11.1pp |
| Employer contribution / active EE | $782 | $641+22.1% | $1,820-57.0% | $1,899-58.8% |
| Participant deferral / active EE | $2,653 | $1,929+37.5% | $2,822-6.0% | $3,046-12.9% |
| Admin fee / account holder | $21 | $94-77.6% | $4,499-99.5% | $91-76.7% |