Filed December 29, 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 |
|---|---|---|
RKL LLP2 years Service code 10 · EIN 23-2108173 | Accounting | $14,257 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,812 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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.
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 | $85,903 | $65,223+31.7% | $80,019+7.4% | $55,725+54.2% |
| Participation rate | 56.7% | 80.6%-23.8pp | 75.8%-19.1pp | 70.9%-14.1pp |
| Annual return | -5.19% | 7.59%-12.8pp | 11.22%-16.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,255 | $2,544-50.7% | $2,468-49.1% | $2,078-39.6% |
| Participant deferral / active EE | $2,461 | $3,881-36.6% | $3,686-33.2% | $3,356-26.6% |
| Admin fee / account holder | $42 | $114-63.4% | $6,521-99.4% | $115-63.7% |