Filed March 24, 1997
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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $12,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,779 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,109 | $82,978-30.0% | $129,995-55.3% | $71,457-18.7% |
| Participation rate | 98.1% | 74.1%+24.0pp | 78.5%+19.6pp | 67.9%+30.2pp |
| Annual return | 15.95% | 20.60%-4.6pp | -137.18%+153.1pp | 28.85%-12.9pp |
| Employer contribution / active EE | $295 | $2,622-88.7% | $4,320-93.2% | $2,588-88.6% |
| Participant deferral / active EE | $5,450 | $4,432+23.0% | $5,820-6.4% | $4,289+27.1% |
| Admin fee / account holder | $85 | $1,729-95.1% | $10,614-99.2% | $1,587-94.7% |