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 |
|---|---|---|
MARKS GROUP WEALTH MANAGEMENT8+ years Service code 27 · EIN 26-3675041 | Advisory (Plan) | $110,106 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,976 |
Filed as: WILSHIRE ADVISORS LLC 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 | $87,842 | $86,897+1.1% | $151,611-42.1% | $64,808+35.5% |
| Participation rate | 99.8% | 87.3%+12.6pp | 87.5%+12.3pp | 71.5%+28.4pp |
| Annual return | -16.58% | -3.57%-13.0pp | 3.33%-19.9pp | 32.82%-49.4pp |
| Employer contribution / active EE | $4,944 | $4,010+23.3% | $6,166-19.8% | $2,506+97.3% |
| Participant deferral / active EE | $6,090 | $6,690-9.0% | $8,363-27.2% | $4,310+41.3% |
| Admin fee / account holder | $107 | $153-30.2% | $11,616-99.1% | $188-43.1% |