Filed January 12, 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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,768 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 · EIN 51-0116113 | Other Services | $31,376 |
WILLIAMS FORM1 year Filed as: WILLIAMS FORM ENGINEERING CORPORATI Service code 49 · EIN 38-1175280 | Other Services | $5,210 |
WILSHIRE ASSOCIATES INCORPORATED7+ years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,100 | $185,342-55.7% | $111,297-26.2% | $86,799-5.4% |
| Participation rate | 86.5% | 81.0%+5.5pp | 77.3%+9.2pp | 72.3%+14.2pp |
| Annual return | 12.50% | 500.80%-488.3pp | 54.65%-42.2pp | 97.91%-85.4pp |
| Employer contribution / active EE | $1,757 | $2,246-21.8% | $2,731-35.7% | $2,405-27.0% |
| Participant deferral / active EE | $4,335 | $4,458-2.8% | $4,487-3.4% | $4,131+4.9% |
| Admin fee / account holder | $402 | $255+57.5% | $7,964-94.9% | $170+137.2% |