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 LLP5 years Service code 10 · EIN 23-2108173 | Accounting | $13,024 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,478 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,977 | $93,131+27.8% | $106,548+11.7% | $86,799+37.1% |
| Participation rate | 48.5% | 81.4%-32.9pp | 76.1%-27.6pp | 72.3%-23.8pp |
| Annual return | 14.68% | 19.45%-4.8pp | 26.80%-12.1pp | 97.91%-83.2pp |
| Employer contribution / active EE | $1,347 | $2,895-53.5% | $2,819-52.2% | $2,405-44.0% |
| Participant deferral / active EE | $2,724 | $4,708-42.1% | $4,398-38.1% | $4,131-34.1% |
| Admin fee / account holder | $45 | $145-69.2% | $7,407-99.4% | $170-73.7% |