Filed June 23, 1994 (most recent of 2 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,273 |
Filed as: PRINCIPAL SECURITIES, INC. Service code 49 · EIN 42-0941553 | Other Services | $1,392 |
Filed as: WILSHIRE ADVISORS Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,335 | $86,655-10.8% | $119,609-35.3% | $66,914+15.6% |
| Participation rate | 56.5% | 75.6%-19.1pp | 79.3%-22.8pp | 69.8%-13.3pp |
| Annual return | -15.23% | -8.00%-7.2pp | -14.97%-0.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $918 | $2,536-63.8% | $4,232-78.3% | $2,544-63.9% |
| Participant deferral / active EE | $2,813 | $4,358-35.4% | $5,602-49.8% | $4,237-33.6% |
| Admin fee / account holder | $244 | $755-67.6% | $10,323-97.6% | $593-58.8% |