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 INC2+ years Service code 49 · EIN 51-0120742 | Other Services | $13,409 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,245 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,549 | $43,423+2.6% | $78,689-43.4% | $55,167-19.2% |
| Participation rate | 63.8% | 68.0%-4.2pp | 73.6%-9.8pp | 69.0%-5.2pp |
| Annual return | 9.94% | 11.53%-1.6pp | 62.18%-52.2pp | 169.23%-159.3pp |
| Employer contribution / active EE | $1,309 | $1,997-34.4% | $2,851-54.1% | $1,963-33.3% |
| Participant deferral / active EE | $2,224 | $2,509-11.3% | $3,517-36.8% | $3,054-27.2% |
| Admin fee / account holder | $23 | $416-94.6% | $4,510-99.5% | $504-95.5% |