Filed June 10, 1991
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,431 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $10,800 |
INVESTMENT CONSULTING GROUP1+ years Filed as: INVESTMENT CONSULTING Service code 27 · EIN 42-1358707 | Advisory (Plan) | $10,000 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,863 | $32,913-24.5% | $80,004-68.9% | $59,188-58.0% |
| Participation rate | 79.8% | 56.9%+22.9pp | 73.0%+6.8pp | 69.4%+10.4pp |
| Annual return | -0.20% | 1.16%-1.4pp | 7.63%-7.8pp | 5.51%-5.7pp |
| Employer contribution / active EE | $624 | $789-21.0% | $2,473-74.8% | $2,098-70.3% |
| Participant deferral / active EE | $1,816 | $1,686+7.7% | $3,204-43.3% | $3,265-44.4% |
| Admin fee / account holder | $22 | $40-44.0% | $5,033-99.6% | $92-75.7% |