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 COMPANY5+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 111 WEST STATE STREET · MASON CITY, IA 50404 | Contract Administrator | $78,307 |
HEALEY AND ASSOCIATES, INC4+ years Service code 27 · EIN 01-0343875 PO BOX 599 · PORTLAND, ME 041120599 | Advisory (Plan) | $43,324 |
Filed as: VOYA Service code 60 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Sub-TA Fees | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $31,193 | $62,928-50.4% | $172,739-81.9% | $67,579-53.8% |
| Participation rate | 78.6% | 64.5%+14.2pp | 82.6%-4.0pp | 71.3%+7.4pp |
| Annual return | 23.69% | 30.36%-6.7pp | 802.84%-779.2pp | 378.56%-354.9pp |
| Employer contribution / active EE | $1,217 | $1,636-25.6% | $5,143-76.3% | $2,148-43.3% |
| Participant deferral / active EE | $1,444 | $2,145-32.7% | $5,198-72.2% | $3,539-59.2% |
| Admin fee / account holder | $278 | $167+66.7% | $13,954-98.0% | $142+95.2% |