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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,802 |
VALMARK ADVISERS INC2+ years Filed as: VALMARK SECURITIES INC Service code 49 · EIN 34-1724087 | Other Services | $8,660 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $21,935 | $39,859-45.0% | $78,689-72.1% | $57,658-62.0% |
| Participation rate | 77.9% | 66.1%+11.8pp | 73.6%+4.3pp | 70.2%+7.7pp |
| Annual return | 5.77% | 18.96%-13.2pp | 62.18%-56.4pp | 5.13%+0.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,215 | $2,248-46.0% | $3,517-65.5% | $3,061-60.3% |
| Admin fee / account holder | $109 | $76+43.6% | $4,510-97.6% | $95+15.8% |