Filed March 9, 2009
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,770 |
LOREN D. STARK COMPANY11+ years Service code 13 · EIN 74-1537058 | Contract Administrator | $38,386 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,016 | $88,672-69.5% | $105,223-74.3% | $82,448-67.2% |
| Participation rate | 47.6% | 67.9%-20.4pp | 75.0%-27.5pp | 68.1%-20.5pp |
| Annual return | 13.21% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,997 | $3,048-1.7% | $3,689-18.7% | $2,551+17.5% |
| Participant deferral / active EE | $8,458 | $4,036+109.6% | $5,072+66.8% | $4,139+104.3% |
| Admin fee / account holder | $283 | $7,146-96.0% | $8,859-96.8% | $7,234-96.1% |