Filed May 7, 1997
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 |
|---|---|---|
TOSCANO, GREGORY T.1+ years Filed as: TOSCANO, GREGORY Service code 49 | Other Services | $13,048 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,643 |
GREGORY J SCHWARTZ & COMPANY INC1+ years Filed as: GREGORY TOSCANO Service code 49 · EIN 47-7908189 302 W SUPERIOR STREET · DULUTH, MN 558025120 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATED INCORPORATED Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,724 | $46,360-5.7% | $147,614-70.4% | $52,331-16.4% |
| Participation rate | 60.0% | 64.9%-4.9pp | 84.6%-24.6pp | 68.1%-8.1pp |
| Annual return | -0.79% | 1.62%-2.4pp | 61.98%-62.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $306 | $2,126-85.6% | $5,564-94.5% | $1,882-83.7% |
| Participant deferral / active EE | $1,469 | $2,258-34.9% | $4,895-70.0% | $3,022-51.4% |
| Admin fee / account holder | $33 | $766-95.6% | $11,611-99.7% | $592-94.3% |