Filed December 7, 2000
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,315 |
UBS FINANCIAL SERVICES INC1+ years Service code 49 · EIN 51-0120742 | Other Services | $15,062 |
WILSHIRE ASSOCIATES INCORPORATED1+ years 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,570 | $86,791-68.2% | $115,037-76.0% | $59,188-53.4% |
| Participation rate | 88.0% | 72.8%+15.1pp | 81.4%+6.6pp | 69.4%+18.6pp |
| Annual return | 0.48% | 4.44%-4.0pp | 26.14%-25.7pp | 5.51%-5.0pp |
| Employer contribution / active EE | $597 | $2,950-79.8% | $4,608-87.0% | $2,098-71.5% |
| Participant deferral / active EE | $2,732 | $5,298-48.4% | $6,026-54.7% | $3,265-16.3% |
| Admin fee / account holder | $22 | $95-76.8% | $8,175-99.7% | $92-76.1% |