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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Service code 49 · EIN 51-0120742 | Other Services | $28,699 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,215 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,297 | $80,177-61.0% | $123,892-74.7% | $57,658-45.7% |
| Participation rate | 86.9% | 74.4%+12.4pp | 81.4%+5.5pp | 70.2%+16.6pp |
| Annual return | 7.71% | 17.90%-10.2pp | 47.52%-39.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $806 | $2,913-72.3% | $4,617-82.5% | $1,974-59.1% |
| Participant deferral / active EE | $3,710 | $5,130-27.7% | $5,984-38.0% | $3,061+21.2% |
| Admin fee / account holder | $24 | $106-77.5% | $8,357-99.7% | $95-74.7% |