Filed January 6, 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 | $70,084 |
GRANT THORNTON LLP6 years Service code 10 · EIN 36-6055558 | Accounting | $19,937 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,577 | $60,323+336.9% | $81,812+222.2% | $74,495+253.8% |
| Participation rate | 99.2% | 62.9%+36.3pp | 72.3%+26.8pp | 67.2%+32.0pp |
| Annual return | 14.60% | 16.90%-2.3pp | 773.79%-759.2pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $13,246 | $2,620+405.5% | $2,912+354.8% | $2,623+405.0% |
| Participant deferral / active EE | $12,591 | $3,387+271.7% | $4,319+191.6% | $4,346+189.7% |
| Admin fee / account holder | $438 | $1,486-70.5% | $7,386-94.1% | $1,942-77.4% |