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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,779 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 51-0120742 | Advisory (Plan) | $18,550 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $45,234 | $51,620-12.4% | $90,281-49.9% | $65,185-30.6% |
| Participation rate | 89.7% | 68.6%+21.0pp | 73.3%+16.4pp | 70.2%+19.5pp |
| Annual return | 23.17% | 24.94%-1.8pp | 78.10%-54.9pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,407 | $2,235-37.0% | $2,854-50.7% | $2,177-35.4% |
| Participant deferral / active EE | $2,521 | $2,871-12.2% | $3,885-35.1% | $3,514-28.2% |
| Admin fee / account holder | $154 | $384-60.0% | $5,351-97.1% | $847-81.8% |