Filed March 14, 2006 (most recent of 3 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,590 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,881 | $107,378-48.9% | $108,579-49.5% | $57,658-4.8% |
| Participation rate | 92.2% | 77.1%+15.1pp | 79.6%+12.7pp | 70.2%+22.0pp |
| Annual return | 8.79% | 12.80%-4.0pp | -51.70%+60.5pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,729 | $1,782-3.0% | $3,758-54.0% | $1,974-12.4% |
| Participant deferral / active EE | $3,394 | $3,221+5.4% | $4,311-21.3% | $3,061+10.9% |
| Admin fee / account holder | $30 | $108-72.1% | $7,645-99.6% | $95-68.0% |