Filed October 18, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,876 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,065 | $79,523-19.4% | $140,016-54.2% | $56,287+13.8% |
| Participation rate | 94.9% | 85.7%+9.2pp | 87.5%+7.4pp | 69.9%+25.0pp |
| Annual return | -4.62% | 2.39%-7.0pp | 651.12%-655.7pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,137 | $3,350-66.0% | $5,606-79.7% | $2,111-46.1% |
| Participant deferral / active EE | $5,755 | $5,129+12.2% | $6,927-16.9% | $3,350+71.8% |
| Admin fee / account holder | $14 | $614-97.8% | $10,705-99.9% | $521-97.4% |