Filed October 28, 2011
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 COMPANY6+ years Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $19,272 |
SAGEPOINT FINANCIAL INC6+ years Service code 49 · EIN 20-1741754 | Other Services | $4,327 |
Service code 13 · EIN 11-3271022 | Contract Administrator | $2,409 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years 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 | $26,914 | $58,290-53.8% | $98,442-72.7% | $86,799-69.0% |
| Participation rate | 93.0% | 68.3%+24.7pp | 73.3%+19.7pp | 72.3%+20.7pp |
| Annual return | 22.07% | 43.48%-21.4pp | 1492.73%-1470.7pp | 97.91%-75.8pp |
| Employer contribution / active EE | $2,966 | $2,008+47.7% | $2,960+0.2% | $2,405+23.3% |
| Participant deferral / active EE | $1,418 | $3,152-55.0% | $4,276-66.8% | $4,131-65.7% |
| Admin fee / account holder | $68 | $138-50.7% | $5,949-98.9% | $170-59.9% |