Filed October 20, 1992
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,466 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,450 | $84,233-91.2% | $170,442-95.6% | $70,131-89.4% |
| Participation rate | 86.0% | 70.8%+15.2pp | 83.6%+2.4pp | 69.5%+16.5pp |
| Annual return | 12.98% | 23.06%-10.1pp | 205.93%-193.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $474 | $3,387-86.0% | $5,433-91.3% | $2,342-79.7% |
| Participant deferral / active EE | $861 | $3,086-72.1% | $4,939-82.6% | $3,332-74.2% |
| Admin fee / account holder | $49 | $5,698-99.1% | $13,880-99.6% | $4,645-98.9% |