Filed December 31, 2022 (most recent of 2 filings on file)
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 COMPANY4+ years Service code 13 · EIN 42-0127290 1 EXCHANGE PLACE · JERSEY CITY, NJ 073023920 | Contract Administrator | $22,161 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | 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 | $39,851 | $35,485+12.3% | $74,550-46.5% | $55,725-28.5% |
| Participation rate | 92.9% | 62.5%+30.4pp | 69.1%+23.8pp | 70.9%+22.0pp |
| Annual return | -6.26% | 0.72%-7.0pp | 32.53%-38.8pp | 244.93%-251.2pp |
| Employer contribution / active EE | $816 | $777+5.0% | $1,961-58.4% | $2,078-60.7% |
| Participant deferral / active EE | $3,402 | $2,181+56.0% | $3,108+9.4% | $3,356+1.4% |
| Admin fee / account holder | $53 | $114-53.5% | $5,060-98.9% | $115-53.9% |