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 ADVISORS3+ years Service code 27 · EIN 94-3412814 | Advisory (Plan) | $73,422 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,505 |
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 | $52,522 | $46,173+13.8% | $170,442-69.2% | $69,631-24.6% |
| Participation rate | 93.5% | 63.9%+29.6pp | 83.6%+9.9pp | 70.7%+22.9pp |
| Annual return | 12.96% | 21.62%-8.7pp | 205.93%-193.0pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $1,321 | $1,610-17.9% | $5,433-75.7% | $2,032-35.0% |
| Participant deferral / active EE | $4,210 | $2,080+102.4% | $4,939-14.8% | $3,224+30.6% |
| Admin fee / account holder | $7 | $116-94.2% | $13,880-100.0% | $110-93.9% |