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 MANAGEMENT10+ years Service code 27 · EIN 26-3675041 | Advisory (Plan) | $111,999 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,684 |
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 | $130,233 | $129,021+0.9% | $184,203-29.3% | $77,643+67.7% |
| Participation rate | 99.8% | 87.3%+12.5pp | 86.8%+13.0pp | 70.6%+29.3pp |
| Annual return | 13.89% | 33.27%-19.4pp | 28.81%-14.9pp | 31.24%-17.3pp |
| Employer contribution / active EE | $6,191 | $4,413+40.3% | $6,427-3.7% | $2,726+127.1% |
| Participant deferral / active EE | $6,990 | $7,297-4.2% | $9,131-23.5% | $4,647+50.4% |
| Admin fee / account holder | $103 | $254-59.4% | $13,901-99.3% | $430-76.1% |