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 LLP7 years Service code 10 · EIN 23-2108173 | Accounting | $14,641 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,034 |
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.
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 | $111,070 | $71,516+55.3% | $98,439+12.8% | $71,457+55.4% |
| Participation rate | 48.7% | 72.7%-24.0pp | 75.2%-26.4pp | 67.9%-19.2pp |
| Annual return | 13.44% | 32.41%-19.0pp | 21.16%-7.7pp | 28.85%-15.4pp |
| Employer contribution / active EE | $1,613 | $2,399-32.7% | $3,048-47.1% | $2,588-37.6% |
| Participant deferral / active EE | $2,981 | $4,109-27.5% | $4,738-37.1% | $4,289-30.5% |
| Admin fee / account holder | $47 | $1,675-97.2% | $8,948-99.5% | $1,587-97.0% |