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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $142,741 |
INVESTMENT CONSULTING GROUP3+ years Filed as: INVESTMENT CONSULTING Service code 27 · EIN 42-1358707 | Advisory (Plan) | $10,000 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $9,000 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $29,317 | $37,245-21.3% | $94,993-69.1% | $77,958-62.4% |
| Participation rate | 77.8% | 56.5%+21.3pp | 73.9%+3.9pp | 71.6%+6.1pp |
| Annual return | 16.33% | 22.72%-6.4pp | 27.12%-10.8pp | 20.87%-4.5pp |
| Employer contribution / active EE | $626 | $894-30.0% | $2,603-75.9% | $2,310-72.9% |
| Participant deferral / active EE | $1,890 | $1,828+3.4% | $3,317-43.0% | $3,537-46.5% |
| Admin fee / account holder | $68 | $59+14.5% | $4,960-98.6% | $97-30.5% |