Filed April 28, 2007
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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,804 |
FTB ADVISORS, INC.1 year Filed as: FTB ADVISORS INC. Service code 49 · EIN 62-1254528 | Other Services | $1,577 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,705 | $82,783-66.5% | $133,956-79.3% | $90,288-69.3% |
| Participation rate | 81.1% | 81.3%-0.2pp | 79.8%+1.3pp | 73.4%+7.8pp |
| Annual return | 15.75% | 21.89%-6.1pp | 45.09%-29.3pp | 53.97%-38.2pp |
| Employer contribution / active EE | $622 | $2,388-74.0% | $3,919-84.1% | $2,524-75.4% |
| Participant deferral / active EE | $1,728 | $4,291-59.7% | $5,048-65.8% | $4,232-59.2% |
| Admin fee / account holder | $56 | $93-39.9% | $8,927-99.4% | $114-51.1% |