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 |
|---|---|---|
JAMES A. WAGNER1 year Filed as: JAMES A WAGNER Service code 49 | Other Services | $11,732 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,866 |
JAMES A. WAGNER4+ years Service code 49 2935 PINE LAKE RD · LINCOLN, NE 685066652 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 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 | $127,970 | $80,005+60.0% | $140,016-8.6% | $55,725+129.6% |
| Participation rate | 98.1% | 87.0%+11.1pp | 87.5%+10.6pp | 70.9%+27.2pp |
| Annual return | -7.50% | 0.46%-8.0pp | 651.12%-658.6pp | 244.93%-252.4pp |
| Employer contribution / active EE | $3,005 | $3,403-11.7% | $5,606-46.4% | $2,078+44.6% |
| Participant deferral / active EE | $5,970 | $5,264+13.4% | $6,927-13.8% | $3,356+77.9% |
| Admin fee / account holder | $10 | $116-91.3% | $10,705-99.9% | $115-91.3% |