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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,824 |
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $17,578 |
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 | $94,109 | $54,705+72.0% | $71,209+32.2% | $84,808+11.0% |
| Participation rate | 92.4% | 64.1%+28.3pp | 73.8%+18.7pp | 68.3%+24.1pp |
| Annual return | 19.00% | 35.90%-16.9pp | 282.51%-263.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $5,605 | $2,158+159.8% | $2,721+106.0% | $2,631+113.1% |
| Participant deferral / active EE | $5,188 | $3,030+71.2% | $4,175+24.3% | $4,212+23.2% |
| Admin fee / account holder | $411 | $4,863-91.5% | $5,349-92.3% | $7,344-94.4% |