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 SERVICES5+ years Service code 49 · EIN 41-0944586 | Other Services | $14,527 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,252 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,379 | $60,124+13.7% | $90,404-24.4% | $79,858-14.4% |
| Participation rate | 95.1% | 65.0%+30.1pp | 72.7%+22.4pp | 69.6%+25.4pp |
| Annual return | 19.97% | 71.94%-52.0pp | 1293.02%-1273.0pp | 31.71%-11.7pp |
| Employer contribution / active EE | $4,724 | $2,068+128.5% | $3,262+44.8% | $2,471+91.2% |
| Participant deferral / active EE | $4,746 | $2,938+61.5% | $3,963+19.8% | $3,740+26.9% |
| Admin fee / account holder | $19 | $3,976-99.5% | $5,611-99.7% | $5,306-99.6% |