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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $170,416 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $22,662 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $67,635 | $69,159-2.2% | $125,175-46.0% | $67,579+0.1% |
| Participation rate | 98.3% | 78.2%+20.1pp | 79.8%+18.5pp | 71.3%+27.1pp |
| Annual return | 21.49% | 27.12%-5.6pp | 43.79%-22.3pp | 378.56%-357.1pp |
| Employer contribution / active EE | $2,784 | $2,023+37.6% | $3,865-28.0% | $2,148+29.6% |
| Participant deferral / active EE | $5,544 | $3,700+49.9% | $4,937+12.3% | $3,539+56.7% |
| Admin fee / account holder | $185 | $142+30.4% | $9,702-98.1% | $142+29.9% |