Filed April 28, 2006 (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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,242 |
NORTHEAST FINANCIAL GROUP1+ years Service code 27 · EIN 23-2946836 | Advisory (Plan) | $58,718 |
MARKLEY ACTUARIAL SERVICES, INC.1+ years Service code 49 · EIN 23-2439467 | Other Services | $8,836 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,134 | $54,320+108.3% | $67,652+67.2% | $52,331+116.2% |
| Participation rate | 78.2% | 73.6%+4.6pp | 75.7%+2.5pp | 68.1%+10.1pp |
| Annual return | 0.05% | 6.81%-6.8pp | 6625.04%-6625.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $492 | $1,544-68.1% | $2,266-78.3% | $1,882-73.8% |
| Participant deferral / active EE | $3,939 | $2,950+33.5% | $3,560+10.6% | $3,022+30.3% |
| Admin fee / account holder | $477 | $527-9.4% | $4,821-90.1% | $592-19.3% |