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 | $67,037 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $24,355 |
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 | $43,542 | $44,897-3.0% | $84,966-48.8% | $199,593-78.2% |
| Participation rate | 13.3% | 45.7%-32.4pp | 67.5%-54.2pp | 72.0%-58.6pp |
| Annual return | 16.28% | 20.96%-4.7pp | 66.38%-50.1pp | 34.25%-18.0pp |
| Employer contribution / active EE | $75 | $1,365-94.5% | $2,727-97.2% | $3,034-97.5% |
| Participant deferral / active EE | $1,685 | $2,668-36.8% | $4,519-62.7% | $5,087-66.9% |
| Admin fee / account holder | $214 | $584-63.4% | $6,149-96.5% | $269-20.5% |