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 INC3+ years Service code 49 · EIN 51-0120742 | Other Services | $29,484 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,040 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $35,385 | $155,795-77.3% | $136,294-74.0% | $69,631-49.2% |
| Participation rate | 88.9% | 75.2%+13.6pp | 81.9%+6.9pp | 70.7%+18.2pp |
| Annual return | 18.24% | 232464.33%-232446.1pp | 5155.94%-5137.7pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $638 | $2,991-78.7% | $4,695-86.4% | $2,032-68.6% |
| Participant deferral / active EE | $3,228 | $5,394-40.1% | $6,247-48.3% | $3,224+0.1% |
| Admin fee / account holder | $23 | $128-82.4% | $9,243-99.8% | $110-79.6% |