Filed April 20, 2009
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $167,433 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $18,804 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,163 | $62,267-13.0% | $110,238-50.9% | $55,725-2.8% |
| Participation rate | 98.3% | 78.1%+20.2pp | 79.8%+18.5pp | 70.9%+27.5pp |
| Annual return | -3.97% | -1.07%-2.9pp | 314.74%-318.7pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,640 | $1,941+36.0% | $3,826-31.0% | $2,078+27.0% |
| Participant deferral / active EE | $5,273 | $3,516+50.0% | $4,672+12.9% | $3,356+57.2% |
| Admin fee / account holder | $184 | $121+52.5% | $8,547-97.8% | $115+60.1% |