Filed January 17, 2002 (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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $139,723 |
LINCOLN NATIONAL CORPORATION7+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $51,151 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,407 | $66,528+34.4% | $86,874+2.9% | $86,799+3.0% |
| Participation rate | 77.7% | 72.4%+5.3pp | 71.6%+6.0pp | 72.3%+5.4pp |
| Annual return | 13.89% | 19.56%-5.7pp | 63.52%-49.6pp | 97.91%-84.0pp |
| Employer contribution / active EE | $2,434 | $2,007+21.2% | $2,495-2.5% | $2,405+1.2% |
| Participant deferral / active EE | $2,365 | $3,240-27.0% | $3,699-36.1% | $4,131-42.7% |
| Admin fee / account holder | $384 | $148+159.1% | $5,828-93.4% | $170+126.4% |