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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,667 |
W ENTERPRISES INC9+ years Service code 49 · EIN 59-2115859 | Other Services | $3,238 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | Other Services | $2,159 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $36,149 | $44,626-19.0% | $86,188-58.1% | $80,160-54.9% |
| Participation rate | 48.3% | 63.5%-15.3pp | 69.0%-20.7pp | 72.9%-24.7pp |
| Annual return | 15.83% | 19.61%-3.8pp | 1168.45%-1152.6pp | 40.38%-24.6pp |
| Employer contribution / active EE | $386 | $1,099-64.9% | $2,380-83.8% | $2,978-87.0% |
| Participant deferral / active EE | $1,113 | $2,769-59.8% | $3,985-72.1% | $5,017-77.8% |
| Admin fee / account holder | $23 | $133-83.0% | $6,852-99.7% | $145-84.4% |