Filed June 8, 2009
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 |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Service code 13 · EIN 41-1416330 | Contract Administrator | $21,863 |
ELLIN & TUCKER, CHARTERED1+ years Filed as: ELLIN & TUCKER Service code 10 · EIN 52-0959934 | Accounting | $13,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,039 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $41,987 | $62,324-32.6% | $68,509-38.7% | $55,191-23.9% |
| Participation rate | 86.5% | 78.9%+7.6pp | 74.7%+11.8pp | 69.2%+17.4pp |
| Annual return | -0.65% | 4.26%-4.9pp | 8.27%-8.9pp | 10.78%-11.4pp |
| Employer contribution / active EE | $528 | $2,223-76.2% | $2,278-76.8% | $1,899-72.2% |
| Participant deferral / active EE | $2,593 | $3,425-24.3% | $3,382-23.3% | $3,046-14.9% |
| Admin fee / account holder | $71 | $91-22.3% | $5,275-98.7% | $91-21.8% |