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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,467 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SVCS Service code 27 · EIN 41-0944586 | Advisory (Plan) | $17,276 |
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 | $74,589 | $57,281+30.2% | $86,612-13.9% | $75,163-0.8% |
| Participation rate | 90.7% | 63.2%+27.5pp | 71.7%+19.0pp | 67.2%+23.5pp |
| Annual return | 17.68% | 2670.75%-2653.1pp | 591.07%-573.4pp | 160.62%-142.9pp |
| Employer contribution / active EE | $5,602 | $2,314+142.0% | $3,022+85.3% | $2,670+109.8% |
| Participant deferral / active EE | $6,182 | $3,318+86.3% | $4,438+39.3% | $4,125+49.9% |
| Admin fee / account holder | $478 | $4,112-88.4% | $5,614-91.5% | $5,651-91.5% |