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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,591 |
MARKS GROUP WEALTH MANAGEMENT5+ years Service code 27 · EIN 26-3675041 | Advisory (Plan) | $70,253 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $71,542 | $88,515-19.2% | $162,163-55.9% | $67,579+5.9% |
| Participation rate | 99.8% | 86.8%+13.0pp | 87.6%+12.3pp | 71.3%+28.5pp |
| Annual return | 24.84% | 27.04%-2.2pp | 115.59%-90.8pp | 378.56%-353.7pp |
| Employer contribution / active EE | $4,250 | $3,563+19.3% | $5,614-24.3% | $2,148+97.9% |
| Participant deferral / active EE | $4,678 | $5,724-18.3% | $7,298-35.9% | $3,539+32.2% |
| Admin fee / account holder | $135 | $124+9.3% | $10,843-98.8% | $142-5.0% |