Filed September 7, 2005
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 |
|---|---|---|
WOODSIDE FINANCIAL ADVISORS1+ years Service code 27 · EIN 94-3412814 | Advisory (Plan) | $72,546 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,134 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,292 | $37,117+62.4% | $147,614-59.2% | $55,191+9.2% |
| Participation rate | 63.2% | 63.6%-0.4pp | 84.6%-21.4pp | 69.2%-6.0pp |
| Annual return | 1.17% | 3.44%-2.3pp | 61.98%-60.8pp | 10.78%-9.6pp |
| Employer contribution / active EE | $929 | $1,620-42.6% | $5,564-83.3% | $1,899-51.0% |
| Participant deferral / active EE | $3,250 | $1,985+63.7% | $4,895-33.6% | $3,046+6.7% |
| Admin fee / account holder | $9 | $86-89.2% | $11,611-99.9% | $91-89.8% |