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 SERVICES6 years Filed as: WOODBURY FINANCIAL SVCS Service code 27 · EIN 41-0944586 | Advisory (Plan) | $56,212 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,069 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,853 | $58,264+232.7% | $86,612+123.8% | $71,457+171.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 21.47% | 21.63%-0.2pp | 591.07%-569.6pp | 28.85%-7.4pp |
| Employer contribution / active EE | $8,665 | $2,574+236.6% | $3,022+186.7% | $2,588+234.9% |
| Participant deferral / active EE | $9,359 | $3,436+172.4% | $4,438+110.9% | $4,289+118.2% |
| Admin fee / account holder | $241 | $1,057-77.2% | $5,614-95.7% | $1,587-84.8% |