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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,931 |
VALMARK ADVISERS INC5+ years Filed as: VALMARK SECURITIES INC Service code 49 · EIN 34-1724087 | Other Services | $8,835 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $22,226 | $54,237-59.0% | $90,281-75.4% | $67,579-67.1% |
| Participation rate | 78.0% | 68.6%+9.3pp | 73.3%+4.7pp | 71.3%+6.7pp |
| Annual return | 18.25% | 37.27%-19.0pp | 78.10%-59.8pp | 378.56%-360.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,708 | $2,625-34.9% | $3,885-56.0% | $3,539-51.7% |
| Admin fee / account holder | $84 | $123-31.5% | $5,351-98.4% | $142-40.6% |