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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,862 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $40,942 |
WOODBURY FINANCIAL SERVICES7 years Filed as: WOODBURY FINANCIAL SVCS Service code 27 · EIN 41-0944586 | Advisory (Plan) | $17,957 |
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 | $192,102 | $60,323+218.5% | $81,812+134.8% | $74,495+157.9% |
| Participation rate | 99.3% | 62.9%+36.4pp | 72.3%+26.9pp | 67.2%+32.1pp |
| Annual return | 14.97% | 16.90%-1.9pp | 773.79%-758.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $6,891 | $2,620+163.0% | $2,912+136.6% | $2,623+162.7% |
| Participant deferral / active EE | $8,915 | $3,387+163.2% | $4,319+106.4% | $4,346+105.1% |
| Admin fee / account holder | $235 | $1,486-84.2% | $7,386-96.8% | $1,942-87.9% |