Filed January 5, 2009
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 with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
WATKINS ROSS1+ years Filed as: WATKINS ROSS AND CO Service code 15 · EIN 38-1477362 | Recordkeeping | $4,620 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 12 · EIN 42-0127290 | Direct payment from the plan; Recordk... | $1,206 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,468 | $54,320+42.6% | $67,652+14.5% | $52,331+48.0% |
| Participation rate | 95.1% | 73.6%+21.5pp | 75.7%+19.4pp | 68.1%+27.0pp |
| Annual return | 21.88% | 6.81%+15.1pp | 6625.04%-6603.2pp | 4.54%+17.3pp |
| Employer contribution / active EE | $2,535 | $1,544+64.2% | $2,266+11.9% | $1,882+34.7% |
| Participant deferral / active EE | $3,940 | $2,950+33.6% | $3,560+10.7% | $3,022+30.4% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |