Filed October 11, 1994
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 |
|---|---|---|
SML FINANCIAL SVCS LLC1+ years Service code 27 · EIN 75-3255593 | Advisory (Plan) | $37,793 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,395 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,475 | $68,413-13.1% | $123,104-51.7% | $55,191+7.8% |
| Participation rate | 78.1% | 84.5%-6.4pp | 86.8%-8.7pp | 69.2%+8.9pp |
| Annual return | 0.97% | 6.30%-5.3pp | 13.22%-12.2pp | 10.78%-9.8pp |
| Employer contribution / active EE | $3,454 | $3,050+13.3% | $5,151-32.9% | $1,899+81.9% |
| Participant deferral / active EE | $6,915 | $4,490+54.0% | $6,230+11.0% | $3,046+127.0% |
| Admin fee / account holder | $22 | $88-75.2% | $9,015-99.8% | $91-76.0% |