Filed January 12, 2006 (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 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,681 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,203 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,212 | $63,924-49.6% | $108,579-70.3% | $55,167-41.6% |
| Participation rate | 95.5% | 74.3%+21.2pp | 79.6%+16.0pp | 69.0%+26.5pp |
| Annual return | 8.60% | 15.31%-6.7pp | -51.70%+60.3pp | 169.23%-160.6pp |
| Employer contribution / active EE | $673 | $1,879-64.2% | $3,758-82.1% | $1,963-65.7% |
| Participant deferral / active EE | $3,695 | $3,067+20.5% | $4,311-14.3% | $3,054+21.0% |
| Admin fee / account holder | $144 | $618-76.7% | $7,645-98.1% | $504-71.5% |