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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,214 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $10,600 |
ICG ADVISORS, LLC1 year Filed as: ICG Service code 27 · EIN 42-1358707 | Advisory (Plan) | $10,000 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $26,682 | $35,600-25.0% | $87,507-69.5% | $63,975-58.3% |
| Participation rate | 82.0% | 56.1%+25.8pp | 73.8%+8.1pp | 71.1%+10.8pp |
| Annual return | 9.53% | 17.86%-8.3pp | 12.21%-2.7pp | 48.65%-39.1pp |
| Employer contribution / active EE | $639 | $854-25.2% | $2,550-74.9% | $2,182-70.7% |
| Participant deferral / active EE | $1,897 | $1,660+14.3% | $3,149-39.8% | $3,356-43.5% |
| Admin fee / account holder | $22 | $51-55.7% | $4,221-99.5% | $70-68.1% |