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 MANAGEMENT11+ years Service code 27 · EIN 26-3675041 | Advisory (Plan) | $132,071 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,977 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $1,681 |
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 | $154,948 | $131,799+17.6% | $200,582-22.8% | $85,563+81.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 15.50% | 21.59%-6.1pp | 42.33%-26.8pp | 31.51%-16.0pp |
| Employer contribution / active EE | $5,961 | $4,532+31.5% | $6,419-7.1% | $2,654+124.7% |
| Participant deferral / active EE | $7,147 | $7,702-7.2% | $9,331-23.4% | $4,375+63.3% |
| Admin fee / account holder | $90 | $235-61.9% | $16,305-99.5% | $834-89.3% |