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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,210 |
W ENTERPRISES INC8+ years Service code 49 · EIN 59-2115859 | Other Services | $4,019 |
Service code 49 · EIN 93-0987232 | Other Services | $2,679 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,110 | $39,973+25.4% | $79,550-37.0% | $77,904-35.7% |
| Participation rate | 41.0% | 64.6%-23.6pp | 69.5%-28.4pp | 73.7%-32.6pp |
| Annual return | -11.56% | 3.42%-15.0pp | 0.16%-11.7pp | 12.21%-23.8pp |
| Employer contribution / active EE | $488 | $1,088-55.2% | $2,413-79.8% | $2,848-82.9% |
| Participant deferral / active EE | $1,609 | $2,774-42.0% | $3,985-59.6% | $4,806-66.5% |
| Admin fee / account holder | $32 | $113-71.9% | $6,832-99.5% | $133-76.1% |