Filed June 2, 1999 (most recent of 3 filings on file)
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 | $6,620 |
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 | $52,928 | $56,640-6.6% | $80,975-34.6% | $57,658-8.2% |
| Participation rate | 93.7% | 75.9%+17.8pp | 75.8%+17.9pp | 70.2%+23.4pp |
| Annual return | 11.70% | 19.97%-8.3pp | 17.10%-5.4pp | 5.13%+6.6pp |
| Employer contribution / active EE | $521 | $2,085-75.0% | $3,714-86.0% | $1,974-73.6% |
| Participant deferral / active EE | $3,449 | $4,944-30.2% | $5,696-39.5% | $3,061+12.7% |
| Admin fee / account holder | $12 | $87-85.9% | $5,516-99.8% | $95-87.0% |