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 Filed as: WOODBURY FINANCIAL SVCS Service code 27 · EIN 41-0944586 | Advisory (Plan) | $45,142 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,220 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $169,664 | $51,620+228.7% | $90,281+87.9% | $65,185+160.3% |
| Participation rate | 99.5% | 68.6%+30.8pp | 73.3%+26.2pp | 70.2%+29.3pp |
| Annual return | 24.79% | 24.94%-0.1pp | 78.10%-53.3pp | 29.38%-4.6pp |
| Employer contribution / active EE | $7,790 | $2,235+248.6% | $2,854+172.9% | $2,177+257.9% |
| Participant deferral / active EE | $6,240 | $2,871+117.4% | $3,885+60.6% | $3,514+77.6% |
| Admin fee / account holder | $31 | $384-92.0% | $5,351-99.4% | $847-96.4% |