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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $169,201 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $24,680 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $81,935 | $78,419+4.5% | $133,956-38.8% | $73,409+11.6% |
| Participation rate | 99.2% | 78.6%+20.7pp | 79.8%+19.4pp | 72.2%+27.1pp |
| Annual return | 14.21% | 33.35%-19.1pp | 45.09%-30.9pp | 59.29%-45.1pp |
| Employer contribution / active EE | $2,888 | $2,044+41.3% | $3,919-26.3% | $2,234+29.3% |
| Participant deferral / active EE | $5,830 | $3,925+48.5% | $5,048+15.5% | $3,805+53.2% |
| Admin fee / account holder | $198 | $161+22.6% | $8,927-97.8% | $158+25.3% |