Filed April 26, 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,816 |
MARKS GROUP WEALTH MANAGEMENT3+ years Service code 27 · EIN 26-3675041 | Advisory (Plan) | $50,582 |
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).
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 | $55,487 | $81,537-31.9% | $149,718-62.9% | $69,631-20.3% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.1%+12.6pp | 70.7%+29.0pp |
| Annual return | 21.14% | 22.79%-1.7pp | 1501.63%-1480.5pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $3,602 | $3,239+11.2% | $5,445-33.8% | $2,032+77.2% |
| Participant deferral / active EE | $3,798 | $4,994-23.9% | $6,569-42.2% | $3,224+17.8% |
| Admin fee / account holder | $103 | $107-3.3% | $11,283-99.1% | $110-6.4% |