Filed May 9, 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 7-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 | $940,025 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $13,500 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,866 | $66,513-79.2% | $178,490-92.2% | $106,222-86.9% |
| Participation rate | 93.2% | 73.8%+19.4pp | 81.9%+11.3pp | 70.8%+22.4pp |
| Annual return | 15.22% | 21.81%-6.6pp | 151.07%-135.9pp | 21.69%-6.5pp |
| Employer contribution / active EE | $944 | $1,776-46.9% | $5,011-81.2% | $2,723-65.3% |
| Participant deferral / active EE | $1,400 | $3,679-61.9% | $5,202-73.1% | $4,600-69.6% |
| Admin fee / account holder | $55 | $53+3.2% | $13,984-99.6% | $78-29.6% |