Filed July 28, 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,714 |
WISE, SHERRY1 year Filed as: WISE FOODS 401(K) PLAN Service code 10 · EIN 23-2846715 | Accounting | $10,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,255 | $50,106-33.6% | $70,014-52.5% | $57,658-42.3% |
| Participation rate | 88.7% | 70.9%+17.8pp | 71.8%+16.9pp | 70.2%+18.5pp |
| Annual return | 4.85% | 14.58%-9.7pp | 12.99%-8.1pp | 5.13%-0.3pp |
| Employer contribution / active EE | $995 | $1,739-42.8% | $2,338-57.4% | $1,974-49.6% |
| Participant deferral / active EE | $2,080 | $2,486-16.3% | $2,931-29.0% | $3,061-32.0% |
| Admin fee / account holder | $47 | $89-47.7% | $4,380-98.9% | $95-50.7% |