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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,745 |
NORTHEAST FINANCIAL GROUP2+ years Service code 27 · EIN 23-2946836 | Advisory (Plan) | $57,935 |
MARKLEY ACTUARIAL SERVICES, INC.2+ years Service code 49 · EIN 23-2439467 | Other Services | $7,811 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.)
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 | $113,035 | $60,165+87.9% | $74,183+52.4% | $55,167+104.9% |
| Participation rate | 80.2% | 74.2%+6.1pp | 76.6%+3.6pp | 69.0%+11.3pp |
| Annual return | 9.58% | 10.00%-0.4pp | 17.74%-8.2pp | 169.23%-159.6pp |
| Employer contribution / active EE | $513 | $1,600-67.9% | $2,370-78.3% | $1,963-73.8% |
| Participant deferral / active EE | $4,107 | $2,973+38.2% | $3,550+15.7% | $3,054+34.5% |
| Admin fee / account holder | $344 | $419-17.9% | $5,586-93.8% | $504-31.6% |