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 LLC2+ years Service code 27 · EIN 75-3255593 | Advisory (Plan) | $37,518 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,415 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,584 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $63,702 | $71,802-11.3% | $133,980-52.5% | $57,658+10.5% |
| Participation rate | 79.6% | 85.5%-5.9pp | 87.1%-7.4pp | 70.2%+9.4pp |
| Annual return | 10.25% | 13.51%-3.3pp | 29.30%-19.1pp | 5.13%+5.1pp |
| Employer contribution / active EE | $3,368 | $3,161+6.6% | $5,211-35.4% | $1,974+70.7% |
| Participant deferral / active EE | $7,025 | $4,606+52.5% | $6,282+11.8% | $3,061+129.5% |
| Admin fee / account holder | $21 | $88-76.0% | $9,324-99.8% | $95-77.7% |