Filed October 18, 2004
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $463,963 |
LION STREET ADVISORS LLC2 years Filed as: LION STREET ADVISORS Service code 27 · EIN 80-0842559 | Advisory (Plan) | $44,861 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,011 | $47,540+26.2% | $79,550-24.6% | $89,394-32.9% |
| Participation rate | 15.9% | 54.9%-39.0pp | 69.5%-53.6pp | 71.3%-55.4pp |
| Annual return | -0.11% | -8.05%+7.9pp | 0.16%-0.3pp | -11.89%+11.8pp |
| Employer contribution / active EE | $404 | $1,122-64.0% | $2,413-83.3% | $3,022-86.6% |
| Participant deferral / active EE | $611 | $1,961-68.9% | $3,985-84.7% | $5,123-88.1% |
| Admin fee / account holder | $88 | $59+50.8% | $6,832-98.7% | $79+11.2% |