Filed November 19, 1998
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 5-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,000 |
WEALTHPLAN ADVISORS LLC1+ years Filed as: WEALTHPLAN ADVISORS INC. Service code 27 · EIN 26-4646168 | Advisory (Plan) | $17,992 |
WEALTHPLAN ADVISORS LLC1+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $17,731 |
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 | $58,254 | $68,413-14.9% | $123,104-52.7% | $55,191+5.5% |
| Participation rate | 86.4% | 84.5%+1.8pp | 86.8%-0.4pp | 69.2%+17.2pp |
| Annual return | 0.08% | 6.30%-6.2pp | 13.22%-13.1pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,688 | $3,050-11.9% | $5,151-47.8% | $1,899+41.6% |
| Participant deferral / active EE | $3,919 | $4,490-12.7% | $6,230-37.1% | $3,046+28.6% |
| Admin fee / account holder | $72 | $88-18.2% | $9,015-99.2% | $91-20.8% |