Filed April 21, 2005
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 9-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 |
|---|---|---|
STERLING INVESTMENT ADVISORS LTD1+ years Filed as: STERLING INVESTMENT ADVISORS, LTD Service code 27 · EIN 23-3034280 | Advisory (Plan) | $51,631 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,176 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $197,494 | $46,732+322.6% | $156,549+26.2% | $55,167+258.0% |
| Participation rate | 94.9% | 65.8%+29.1pp | 84.0%+10.9pp | 69.0%+25.9pp |
| Annual return | 7.84% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $12,400 | $2,105+489.0% | $5,501+125.4% | $1,963+531.8% |
| Participant deferral / active EE | $6,670 | $2,204+202.6% | $4,871+36.9% | $3,054+118.4% |
| Admin fee / account holder | $427 | $418+2.1% | $13,027-96.7% | $504-15.3% |