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 COMPANY6+ years Service code 13 · EIN 42-0127290 1 EXCHANGE PLACE · JERSEY CITY, NJ 073023920 | Contract Administrator | $82,520 |
Filed as: NORTHWESTERN MUTUAL INVST SERVICES Service code 49 · EIN 52-2114207 611 E WISCONSIN AVE, 6TH FLOOR · MILWAUKEE, WI 53202 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,365 | $64,286-18.5% | $90,951-42.4% | $73,409-28.7% |
| Participation rate | 97.4% | 63.6%+33.8pp | 69.0%+28.4pp | 72.2%+25.2pp |
| Annual return | 14.31% | 21.45%-7.1pp | 134.60%-120.3pp | 59.29%-45.0pp |
| Employer contribution / active EE | $884 | $895-1.2% | $2,122-58.3% | $2,234-60.4% |
| Participant deferral / active EE | $3,954 | $2,453+61.2% | $3,373+17.2% | $3,805+3.9% |
| Admin fee / account holder | $192 | $287-33.2% | $5,959-96.8% | $158+21.5% |