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 SERVICES3 years Filed as: WOODBURY FINANCIAL SVCS Service code 27 · EIN 41-0944586 | Advisory (Plan) | $49,418 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,879 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,646 | $66,124+171.7% | $90,404+98.7% | $73,488+144.5% |
| Participation rate | 99.5% | 69.7%+29.8pp | 72.7%+26.8pp | 70.7%+28.8pp |
| Annual return | 17.07% | 17.65%-0.6pp | 1293.02%-1275.9pp | 28.51%-11.4pp |
| Employer contribution / active EE | $8,296 | $2,346+253.6% | $3,262+154.3% | $2,270+265.4% |
| Participant deferral / active EE | $6,414 | $3,039+111.1% | $3,963+61.8% | $3,740+71.5% |
| Admin fee / account holder | $95 | $396-75.9% | $5,611-98.3% | $513-81.4% |