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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,714 |
Filed as: WOODBURY FINANCIAL SVCS Service code 27 · EIN 41-0944586 | Advisory (Plan) | $18,238 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $79,273 | $65,409+21.2% | $98,442-19.5% | $85,850-7.7% |
| Participation rate | 77.9% | 65.0%+12.9pp | 73.3%+4.6pp | 69.3%+8.6pp |
| Annual return | 14.80% | 21.76%-7.0pp | 1492.73%-1477.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $4,514 | $2,168+108.2% | $2,960+52.5% | $2,565+76.0% |
| Participant deferral / active EE | $5,288 | $3,166+67.0% | $4,276+23.7% | $3,952+33.8% |
| Admin fee / account holder | $183 | $4,593-96.0% | $5,949-96.9% | $6,260-97.1% |