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 | $89,753-69.9% | $107,525-74.9% | $84,808-68.1% |
| Participation rate | 47.6% | 68.1%-20.5pp | 75.1%-27.5pp | 68.3%-20.8pp |
| Annual return | 13.21% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,997 | $3,113-3.7% | $3,754-20.2% | $2,631+13.9% |
| Participant deferral / active EE | $8,458 | $4,056+108.5% | $5,116+65.3% | $4,212+100.8% |
| Admin fee / account holder | $283 | $7,222-96.1% | $8,919-96.8% | $7,344-96.1% |