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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $156,934 |
MARKS GROUP WEALTH MANAGEMENT7+ years Service code 27 · EIN 26-3675041 | Advisory (Plan) | $105,827 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,812 | $111,491-8.7% | $189,513-46.3% | $86,799+17.3% |
| Participation rate | 99.0% | 87.3%+11.6pp | 87.8%+11.1pp | 72.3%+26.7pp |
| Annual return | 16.80% | 83.50%-66.7pp | 555.15%-538.4pp | 97.91%-81.1pp |
| Employer contribution / active EE | $4,658 | $3,951+17.9% | $6,162-24.4% | $2,405+93.7% |
| Participant deferral / active EE | $5,361 | $6,437-16.7% | $8,221-34.8% | $4,131+29.8% |
| Admin fee / account holder | $217 | $189+15.0% | $12,045-98.2% | $170+28.0% |