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 LLP4 years Service code 10 · EIN 23-2108173 | Accounting | $13,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,895 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,816 | $85,135+27.8% | $98,907+10.0% | $73,409+48.2% |
| Participation rate | 53.9% | 81.1%-27.3pp | 76.0%-22.1pp | 72.2%-18.3pp |
| Annual return | 11.69% | 19.14%-7.4pp | 196.43%-184.7pp | 59.29%-47.6pp |
| Employer contribution / active EE | $1,270 | $2,721-53.3% | $2,689-52.8% | $2,234-43.2% |
| Participant deferral / active EE | $2,404 | $4,349-44.7% | $4,244-43.4% | $3,805-36.8% |
| Admin fee / account holder | $43 | $139-69.0% | $6,642-99.4% | $158-72.7% |