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 SERVICES5 years Filed as: WOODBURY FINANCIAL SVCS Service code 27 · EIN 41-0944586 | Advisory (Plan) | $59,653 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,433 |
Filed as: WILSHIRE ADVISORS LLC 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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,958 | $51,197+183.1% | $82,719+75.2% | $66,914+116.6% |
| Participation rate | 99.1% | 67.8%+31.3pp | 72.6%+26.5pp | 69.8%+29.3pp |
| Annual return | -19.98% | -9.64%-10.3pp | 701.18%-721.2pp | 1.58%-21.6pp |
| Employer contribution / active EE | $7,493 | $2,611+187.0% | $3,009+149.0% | $2,544+194.5% |
| Participant deferral / active EE | $6,259 | $3,458+81.0% | $4,395+42.4% | $4,237+47.7% |
| Admin fee / account holder | $203 | $416-51.3% | $5,329-96.2% | $593-65.9% |