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 LLP6 years Service code 10 · EIN 23-2108173 | Accounting | $13,938 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,988 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $99,205 | $81,908+21.1% | $90,749+9.3% | $64,808+53.1% |
| Participation rate | 37.6% | 80.5%-42.8pp | 75.7%-38.0pp | 71.5%-33.8pp |
| Annual return | -13.34% | -12.53%-0.8pp | -12.16%-1.2pp | 32.82%-46.2pp |
| Employer contribution / active EE | $1,048 | $3,065-65.8% | $2,921-64.1% | $2,506-58.2% |
| Participant deferral / active EE | $2,064 | $4,840-57.4% | $4,564-54.8% | $4,310-52.1% |
| Admin fee / account holder | $51 | $157-67.3% | $8,445-99.4% | $188-72.7% |