Filed January 23, 2006 (most recent of 5 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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $29,952 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,088 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,316 | $35,485+36.2% | $74,550-35.2% | $55,725-13.3% |
| Participation rate | 84.1% | 62.5%+21.6pp | 69.1%+15.0pp | 70.9%+13.2pp |
| Annual return | 4.67% | 0.72%+3.9pp | 32.53%-27.9pp | 244.93%-240.3pp |
| Employer contribution / active EE | $1,309 | $777+68.3% | $1,961-33.3% | $2,078-37.0% |
| Participant deferral / active EE | $3,303 | $2,181+51.5% | $3,108+6.3% | $3,356-1.6% |
| Admin fee / account holder | $13 | $114-88.4% | $5,060-99.7% | $115-88.5% |