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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,708 |
MARKS GROUP WEALTH MANAGEMENT6+ years Service code 27 · EIN 26-3675041 | Advisory (Plan) | $79,185 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,361 | $111,608-19.0% | $177,821-49.2% | $73,409+23.1% |
| Participation rate | 99.8% | 87.9%+12.0pp | 87.7%+12.1pp | 72.2%+27.6pp |
| Annual return | 17.37% | 18.23%-0.9pp | 48.32%-31.0pp | 59.29%-41.9pp |
| Employer contribution / active EE | $4,620 | $3,796+21.7% | $5,918-21.9% | $2,234+106.9% |
| Participant deferral / active EE | $5,131 | $6,199-17.2% | $7,714-33.5% | $3,805+34.8% |
| Admin fee / account holder | $160 | $166-3.1% | $12,427-98.7% | $158+1.6% |