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 SERVICES4+ years Service code 49 · EIN 41-0944586 | Other Services | $12,850 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,793 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $58,167 | $54,762+6.2% | $90,281-35.6% | $72,985-20.3% |
| Participation rate | 90.2% | 65.1%+25.1pp | 73.3%+17.0pp | 69.5%+20.8pp |
| Annual return | 22.69% | 30.63%-7.9pp | 78.10%-55.4pp | 81.00%-58.3pp |
| Employer contribution / active EE | $4,347 | $2,092+107.8% | $2,854+52.3% | $2,440+78.2% |
| Participant deferral / active EE | $3,560 | $2,887+23.3% | $3,885-8.4% | $3,607-1.3% |
| Admin fee / account holder | $33 | $3,972-99.2% | $5,351-99.4% | $5,124-99.4% |