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 COMPANY10+ years Service code 13 · EIN 42-0127290 1 EXCHANGE PLACE · JERSEY CITY, NJ 073023920 | Contract Administrator | $67,566 |
Filed as: NORTHWESTERN MUTUAL INVST SERVICES Service code 49 · EIN 52-2114207 611 E WISCONSIN AVE, 6TH FLOOR · MILWAUKEE, WI 53202 | Other Services | $12,178 |
WILSHIRE ASSOCIATES INCORPORATED10+ 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 | $86,997 | $54,193+60.5% | $93,606-7.1% | $77,643+12.0% |
| Participation rate | 87.4% | 63.9%+23.5pp | 68.7%+18.7pp | 70.6%+16.8pp |
| Annual return | 16.21% | 30.54%-14.3pp | 133.20%-117.0pp | 31.24%-15.0pp |
| Employer contribution / active EE | $1,083 | $1,168-7.3% | $2,420-55.3% | $2,726-60.3% |
| Participant deferral / active EE | $5,553 | $3,144+76.6% | $4,411+25.9% | $4,647+19.5% |
| Admin fee / account holder | $175 | $576-69.7% | $8,285-97.9% | $430-59.4% |