Filed March 10, 2006 (most recent of 2 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 |
|---|---|---|
WOODBURY FINANCIAL SERVICES2+ years Service code 27 · EIN 41-0944586 | Advisory (Plan) | $45,026 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,576 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,245 | $43,423+269.0% | $78,689+103.6% | $55,167+190.5% |
| Participation rate | 98.5% | 68.0%+30.5pp | 73.6%+24.9pp | 69.0%+29.5pp |
| Annual return | 4.70% | 11.53%-6.8pp | 62.18%-57.5pp | 169.23%-164.5pp |
| Employer contribution / active EE | $8,303 | $1,997+315.8% | $2,851+191.3% | $1,963+323.1% |
| Participant deferral / active EE | $6,020 | $2,509+140.0% | $3,517+71.2% | $3,054+97.1% |
| Admin fee / account holder | $31 | $416-92.6% | $4,510-99.3% | $504-93.9% |