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 COMPANY9+ years Service code 13 · EIN 42-0127290 1 EXCHANGE PLACE · JERSEY CITY, NJ 073023920 | Contract Administrator | $55,919 |
Filed as: NORTHWESTERN MUTUAL INVST SERVICES Service code 49 · EIN 52-2114207 611 E WISCONSIN AVE, 6TH FLOOR · MILWAUKEE, WI 53202 | Other Services | $9,258 |
WILSHIRE ASSOCIATES INCORPORATED9+ 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 | $73,196 | $53,165+37.7% | $86,188-15.1% | $74,419-1.6% |
| Participation rate | 87.7% | 64.9%+22.8pp | 69.0%+18.7pp | 70.7%+17.0pp |
| Annual return | 20.35% | 22.64%-2.3pp | 1168.45%-1148.1pp | 34.38%-14.0pp |
| Employer contribution / active EE | $1,092 | $1,210-9.7% | $2,380-54.1% | $2,637-58.6% |
| Participant deferral / active EE | $5,485 | $3,234+69.6% | $3,985+37.6% | $4,528+21.1% |
| Admin fee / account holder | $144 | $551-73.9% | $6,852-97.9% | $348-58.6% |