Filed April 8, 2005 (most recent of 3 filings on file)
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 | $10,365 |
MUERSCH, MICHAEL J.1+ years Service code 49 3025 HIGHLAND PKWY · DOWNERS GROVE, IL 605155667 | Other Services | $6,337 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,353 | $54,320-11.0% | $67,652-28.5% | $52,331-7.6% |
| Participation rate | 98.4% | 73.6%+24.8pp | 75.7%+22.7pp | 68.1%+30.3pp |
| Annual return | 0.79% | 6.81%-6.0pp | 6625.04%-6624.3pp | 4.54%-3.8pp |
| Employer contribution / active EE | $907 | $1,544-41.2% | $2,266-60.0% | $1,882-51.8% |
| Participant deferral / active EE | $3,357 | $2,950+13.8% | $3,560-5.7% | $3,022+11.1% |
| Admin fee / account holder | $39 | $527-92.6% | $4,821-99.2% | $592-93.4% |