Filed November 9, 2005 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,648 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $19,490 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,106 | $40,278+7.0% | $80,569-46.5% | $80,160-46.2% |
| Participation rate | 12.3% | 47.5%-35.3pp | 67.0%-54.7pp | 72.9%-60.7pp |
| Annual return | 25.87% | 50.86%-25.0pp | 935.43%-909.6pp | 40.38%-14.5pp |
| Employer contribution / active EE | $83 | $1,332-93.8% | $2,723-96.9% | $2,978-97.2% |
| Participant deferral / active EE | $1,382 | $2,696-48.7% | $4,447-68.9% | $5,017-72.5% |
| Admin fee / account holder | $190 | $210-9.9% | $5,377-96.5% | $145+30.8% |