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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,647 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SVCS Service code 27 · EIN 41-0944586 | Advisory (Plan) | $17,385 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,014 | $54,350+10.4% | $82,719-27.4% | $68,494-12.4% |
| Participation rate | 92.9% | 63.9%+29.0pp | 72.6%+20.4pp | 67.9%+25.1pp |
| Annual return | -15.77% | -13.67%-2.1pp | 701.18%-717.0pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,057 | $2,218+82.9% | $3,009+34.8% | $2,596+56.3% |
| Participant deferral / active EE | $5,766 | $3,246+77.6% | $4,395+31.2% | $4,027+43.2% |
| Admin fee / account holder | $407 | $4,395-90.7% | $5,329-92.4% | $5,403-92.5% |