Filed March 22, 2006
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 |
|---|---|---|
PARKLAND SECURITIES LLC1+ years Service code 49 · EIN 74-3010408 | Other Services | $14,008 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,443 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $46,333 | $46,360-0.1% | $147,614-68.6% | $52,331-11.5% |
| Participation rate | 96.9% | 64.9%+31.9pp | 84.6%+12.3pp | 68.1%+28.8pp |
| Annual return | 0.93% | 1.62%-0.7pp | 61.98%-61.0pp | 4.54%-3.6pp |
| Employer contribution / active EE | $2,848 | $2,126+34.0% | $5,564-48.8% | $1,882+51.4% |
| Participant deferral / active EE | $4,019 | $2,258+78.0% | $4,895-17.9% | $3,022+33.0% |
| Admin fee / account holder | $52 | $766-93.2% | $11,611-99.6% | $592-91.2% |