Filed May 8, 2002
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $76,337 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,476 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,403 | $86,944+10.9% | $107,525-10.3% | $74,304+29.7% |
| Participation rate | 96.3% | 59.6%+36.8pp | 75.1%+21.3pp | 60.3%+36.0pp |
| Annual return | 12.84% | 23.52%-10.7pp | 181.32%-168.5pp | 29.43%-16.6pp |
| Employer contribution / active EE | $3,118 | $2,757+13.1% | $3,754-16.9% | $2,241+39.1% |
| Participant deferral / active EE | $7,465 | $3,554+110.0% | $5,116+45.9% | $3,767+98.2% |
| Admin fee / account holder | $541 | $3,727-85.5% | $8,919-93.9% | $2,969-81.8% |