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 COMPANY10+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 111 WEST STATE STREET · MASON CITY, IA 50404 | Contract Administrator | $98,706 |
HEALEY AND ASSOCIATES, INC9+ years Service code 27 · EIN 01-0343875 PO BOX 599 · PORTLAND, ME 041120599 | Advisory (Plan) | $55,777 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA Service code 60 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Sub-TA Fees | $0 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Filed as: WILSHIRE ASSOCIATES INCO Service code 27 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,719 | $50,815-27.7% | $155,509-76.4% | $77,643-52.7% |
| Participation rate | 72.5% | 63.1%+9.4pp | 78.2%-5.7pp | 70.6%+1.9pp |
| Annual return | 16.55% | 34.80%-18.3pp | 64.67%-48.1pp | 31.24%-14.7pp |
| Employer contribution / active EE | $1,324 | $1,993-33.6% | $4,672-71.7% | $2,726-51.4% |
| Participant deferral / active EE | $1,531 | $2,822-45.8% | $5,626-72.8% | $4,647-67.1% |
| Admin fee / account holder | $285 | $437-34.7% | $15,912-98.2% | $430-33.7% |