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 COMPANY7+ years Service code 13 · EIN 42-0127290 1 EXCHANGE PLACE · JERSEY CITY, NJ 073023920 | Contract Administrator | $86,930 |
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 INCORPORATED7+ 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 | $68,927 | $50,956+35.3% | $96,562-28.6% | $86,799-20.6% |
| Participation rate | 96.2% | 65.2%+30.9pp | 69.8%+26.4pp | 72.3%+23.9pp |
| Annual return | 17.74% | 21.27%-3.5pp | 37.78%-20.0pp | 97.91%-80.2pp |
| Employer contribution / active EE | $1,117 | $1,111+0.5% | $2,356-52.6% | $2,405-53.6% |
| Participant deferral / active EE | $5,415 | $2,954+83.3% | $3,849+40.7% | $4,131+31.1% |
| Admin fee / account holder | $223 | $166+34.3% | $6,181-96.4% | $170+31.5% |