Filed October 24, 2006
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,724 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,599 | $46,360-49.1% | $147,614-84.0% | $52,331-54.9% |
| Participation rate | 42.8% | 64.9%-22.2pp | 84.6%-41.8pp | 68.1%-25.3pp |
| Annual return | -0.32% | 1.62%-1.9pp | 61.98%-62.3pp | 4.54%-4.9pp |
| Employer contribution / active EE | $415 | $2,126-80.5% | $5,564-92.5% | $1,882-77.9% |
| Participant deferral / active EE | $1,047 | $2,258-53.6% | $4,895-78.6% | $3,022-65.4% |
| Admin fee / account holder | $15 | $766-98.1% | $11,611-99.9% | $592-97.5% |