Filed March 1, 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,146 |
VALMARK ADVISERS INC1+ years Filed as: VALMARK SECURITIES INC Service code 49 · EIN 34-1724087 | Other Services | $9,413 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,113 | $38,925-56.0% | $73,843-76.8% | $55,191-69.0% |
| Participation rate | 81.4% | 66.0%+15.3pp | 73.4%+7.9pp | 69.2%+12.2pp |
| Annual return | -0.59% | 6.31%-6.9pp | 2267.84%-2268.4pp | 10.78%-11.4pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,115 | $2,351-52.6% | $3,583-68.9% | $3,046-63.4% |
| Admin fee / account holder | $103 | $83+24.8% | $4,880-97.9% | $91+13.9% |