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 ADVISORS2+ years Service code 27 · EIN 94-3412814 | Advisory (Plan) | $77,835 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,705 |
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 | $62,491 | $36,916+69.3% | $156,549-60.1% | $57,658+8.4% |
| Participation rate | 70.2% | 63.4%+6.7pp | 84.0%-13.8pp | 70.2%0pp |
| Annual return | 9.10% | 12.38%-3.3pp | 32.23%-23.1pp | 5.13%+4.0pp |
| Employer contribution / active EE | $1,086 | $1,571-30.8% | $5,501-80.3% | $1,974-45.0% |
| Participant deferral / active EE | $3,655 | $1,926+89.8% | $4,871-25.0% | $3,061+19.4% |
| Admin fee / account holder | $8 | $82-90.0% | $13,027-99.9% | $95-91.3% |