Filed December 29, 1992
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 |
|---|---|---|
WOODBURY FINANCIAL SERVICES2+ years Service code 49 · EIN 41-0944586 | Other Services | $12,509 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,888 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,575 | $50,637-6.0% | $86,590-45.1% | $62,292-23.6% |
| Participation rate | 93.3% | 67.9%+25.4pp | 73.5%+19.7pp | 69.5%+23.8pp |
| Annual return | 18.45% | 20.80%-2.4pp | 964.84%-946.4pp | 28.90%-10.5pp |
| Employer contribution / active EE | $3,994 | $2,075+92.4% | $2,839+40.7% | $2,042+95.6% |
| Participant deferral / active EE | $2,992 | $2,611+14.6% | $3,609-17.1% | $3,169-5.6% |
| Admin fee / account holder | $15 | $413-96.4% | $4,906-99.7% | $479-96.9% |