Filed August 3, 2006 (most recent of 4 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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 49 · EIN 51-0120742 | Other Services | $13,690 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,419 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,234 | $41,854-11.0% | $73,843-49.6% | $52,331-28.8% |
| Participation rate | 69.1% | 66.2%+2.8pp | 73.4%-4.4pp | 68.1%+1.0pp |
| Annual return | -0.26% | 2.11%-2.4pp | 2267.84%-2268.1pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,326 | $1,920-31.0% | $2,787-52.4% | $1,882-29.6% |
| Participant deferral / active EE | $2,202 | $2,498-11.9% | $3,583-38.6% | $3,022-27.2% |
| Admin fee / account holder | $23 | $493-95.3% | $4,880-99.5% | $592-96.1% |