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 COMPANY5+ years Service code 13 · EIN 42-0127290 1 EXCHANGE PLACE · JERSEY CITY, NJ 073023920 | Contract Administrator | $74,429 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $47,500 | $40,174+18.2% | $84,015-43.5% | $67,579-29.7% |
| Participation rate | 96.9% | 62.7%+34.2pp | 69.0%+27.9pp | 71.3%+25.6pp |
| Annual return | 25.62% | 25.82%-0.2pp | 71.31%-45.7pp | 378.56%-352.9pp |
| Employer contribution / active EE | $846 | $808+4.7% | $1,983-57.4% | $2,148-60.6% |
| Participant deferral / active EE | $3,742 | $2,301+62.6% | $3,239+15.6% | $3,539+5.7% |
| Admin fee / account holder | $164 | $128+28.0% | $6,101-97.3% | $142+15.5% |