Filed June 22, 2010 (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 | $19,445 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $85,211 | $89,739-5.0% | $149,718-43.1% | $62,292+36.8% |
| Participation rate | 67.3% | 85.1%-17.8pp | 87.1%-19.8pp | 69.5%-2.3pp |
| Annual return | 14.91% | 21.01%-6.1pp | 1501.63%-1486.7pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,783 | $3,233-44.8% | $5,445-67.2% | $2,042-12.7% |
| Participant deferral / active EE | $3,289 | $4,797-31.4% | $6,569-49.9% | $3,169+3.8% |
| Admin fee / account holder | $214 | $551-61.2% | $11,283-98.1% | $479-55.4% |