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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $156,157 |
NORTHEAST FINANCIAL GROUP3 years Service code 27 · EIN 23-2946836 | Advisory (Plan) | $46,245 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,203 | $89,436-42.7% | $164,813-68.9% | $77,643-34.1% |
| Participation rate | 98.3% | 78.6%+19.7pp | 78.6%+19.7pp | 70.6%+27.7pp |
| Annual return | 16.25% | 28.83%-12.6pp | 69.93%-53.7pp | 31.24%-15.0pp |
| Employer contribution / active EE | $1,816 | $2,569-29.3% | $4,341-58.2% | $2,726-33.4% |
| Participant deferral / active EE | $5,597 | $4,897+14.3% | $6,031-7.2% | $4,647+20.4% |
| Admin fee / account holder | $245 | $339-27.8% | $12,690-98.1% | $430-43.1% |