Filed January 6, 2006
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 | $560 |
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 | $0 | $50,643-100.0% | $106,619-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.0%-78.0pp | 69.0%-69.0pp |
| Annual return | 7.95% | 7.02%+0.9pp | 9.42%-1.5pp | 169.23%-161.3pp |
| Employer contribution / active EE | $661 | $1,626-59.3% | $3,947-83.2% | $1,963-66.3% |
| Participant deferral / active EE | $1,590 | $2,208-28.0% | $3,930-59.5% | $3,054-47.9% |
| Admin fee / account holder | $0 | $488-100.0% | $6,418-100.0% | $504-100.0% |