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 ADVISORS4+ years Service code 27 · EIN 94-3412814 | Advisory (Plan) | $74,989 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,095 |
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 | $47,172 | $45,382+3.9% | $154,107-69.4% | $75,289-37.3% |
| Participation rate | 94.3% | 65.9%+28.4pp | 83.0%+11.3pp | 72.4%+21.9pp |
| Annual return | -5.05% | -0.47%-4.6pp | 735.12%-740.2pp | -0.04%-5.0pp |
| Employer contribution / active EE | $1,385 | $1,533-9.7% | $5,298-73.9% | $2,405-42.4% |
| Participant deferral / active EE | $4,515 | $2,384+89.4% | $5,081-11.1% | $3,739+20.8% |
| Admin fee / account holder | $9 | $89-90.2% | $13,411-99.9% | $102-91.4% |