Filed June 14, 2006
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,340 |
W ENTERPRISES INC5+ years Service code 49 · EIN 59-2115859 | Other Services | $4,671 |
Service code 49 · EIN 93-0987232 | Other Services | $2,304 |
Filed as: SIGNATOR INSURANCE AGENCY INC Service code 49 · EIN 04-3283827 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,983 | $40,113+27.1% | $84,015-39.3% | $77,787-34.5% |
| Participation rate | 37.5% | 62.8%-25.3pp | 69.0%-31.5pp | 73.2%-35.7pp |
| Annual return | 22.24% | 23.27%-1.0pp | 71.31%-49.1pp | 32.57%-10.3pp |
| Employer contribution / active EE | $405 | $847-52.1% | $1,983-79.6% | $2,504-83.8% |
| Participant deferral / active EE | $1,161 | $2,030-42.8% | $3,239-64.2% | $3,967-70.7% |
| Admin fee / account holder | $36 | $92-60.4% | $6,101-99.4% | $100-63.8% |