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 LLP3 years Service code 10 · EIN 23-2108173 | Accounting | $13,354 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,553 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $105,557 | $74,347+42.0% | $93,606+12.8% | $67,579+56.2% |
| Participation rate | 59.8% | 80.6%-20.8pp | 75.8%-16.0pp | 71.3%-11.4pp |
| Annual return | 22.49% | 28.07%-5.6pp | 32.76%-10.3pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,291 | $2,583-50.0% | $2,718-52.5% | $2,148-39.9% |
| Participant deferral / active EE | $2,575 | $4,060-36.6% | $4,069-36.7% | $3,539-27.3% |
| Admin fee / account holder | $51 | $123-58.4% | $7,888-99.4% | $142-64.1% |