Filed December 29, 1992 (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 | Contract Administrator | $10,025 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,057 | $78,485+81.0% | $106,213+33.7% | $74,495+90.7% |
| Participation rate | 43.9% | 72.8%-29.0pp | 75.3%-31.4pp | 67.2%-23.3pp |
| Annual return | 25.47% | 15.95%+9.5pp | 116.14%-90.7pp | 1364.94%-1339.5pp |
| Employer contribution / active EE | $1,406 | $2,523-44.3% | $3,171-55.7% | $2,623-46.4% |
| Participant deferral / active EE | $2,625 | $4,322-39.3% | $5,016-47.7% | $4,346-39.6% |
| Admin fee / account holder | $68 | $2,232-96.9% | $11,033-99.4% | $1,942-96.5% |