Filed December 10, 2002
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 COMPANY3+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 111 WEST STATE STREET · MASON CITY, IA 50404 | Contract Administrator | $71,899 |
HEALEY AND ASSOCIATES, INC2+ years Service code 27 · EIN 01-0343875 PO BOX 599 · PORTLAND, ME 041120599 | Advisory (Plan) | $40,929 |
Filed as: VOYA Service code 60 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Sub-TA Fees | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INCO Service code 27 | Advisory (Plan) | $0 |
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 | $30,497 | $55,453-45.0% | $170,442-82.1% | $62,292-51.0% |
| Participation rate | 77.2% | 66.4%+10.9pp | 83.6%-6.4pp | 69.5%+7.7pp |
| Annual return | 15.07% | 21.38%-6.3pp | 205.93%-190.9pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,059 | $2,164-51.1% | $5,433-80.5% | $2,042-48.2% |
| Participant deferral / active EE | $1,630 | $2,303-29.2% | $4,939-67.0% | $3,169-48.6% |
| Admin fee / account holder | $278 | $455-39.0% | $13,880-98.0% | $479-42.1% |