Filed March 23, 2006
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 |
|---|---|---|
QUALITY PENSION SERVICES1+ years Service code 13 · EIN 68-0303672 | Contract Administrator | $21,800 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INS. CO Service code 13 · EIN 42-0127290 | Contract Administrator | $9,454 |
CROWE LLP1+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 19 | Securities Custodian | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,010 | $68,413-50.3% | $123,104-72.4% | $55,191-38.4% |
| Participation rate | 61.1% | 84.5%-23.5pp | 86.8%-25.7pp | 69.2%-8.1pp |
| Annual return | 0.81% | 6.30%-5.5pp | 13.22%-12.4pp | 10.78%-10.0pp |
| Employer contribution / active EE | $336 | $3,050-89.0% | $5,151-93.5% | $1,899-82.3% |
| Participant deferral / active EE | $2,568 | $4,490-42.8% | $6,230-58.8% | $3,046-15.7% |
| Admin fee / account holder | $15 | $88-82.6% | $9,015-99.8% | $91-83.2% |