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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,439 |
W ENTERPRISES INC10+ years Service code 49 · EIN 59-2115859 | Other Services | $2,869 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $1,913 |
MORNINGSTAR2 years 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 | $47,900 | $48,698-1.6% | $93,606-48.8% | $199,593-76.0% |
| Participation rate | 44.4% | 63.5%-19.1pp | 68.7%-24.3pp | 72.0%-27.6pp |
| Annual return | 46.60% | 15.34%+31.3pp | 133.20%-86.6pp | 34.25%+12.3pp |
| Employer contribution / active EE | $331 | $1,135-70.8% | $2,420-86.3% | $3,034-89.1% |
| Participant deferral / active EE | $1,132 | $2,817-59.8% | $4,411-74.3% | $5,087-77.8% |
| Admin fee / account holder | $27 | $195-86.0% | $8,285-99.7% | $269-89.8% |