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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $190,741 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $27,462 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,551 | $86,225+3.9% | $146,665-38.9% | $86,799+3.2% |
| Participation rate | 99.2% | 78.0%+21.2pp | 80.1%+19.1pp | 72.3%+26.9pp |
| Annual return | 13.64% | 31.23%-17.6pp | 22.74%-9.1pp | 97.91%-84.3pp |
| Employer contribution / active EE | $2,805 | $2,392+17.3% | $4,136-32.2% | $2,405+16.6% |
| Participant deferral / active EE | $5,955 | $4,245+40.3% | $5,506+8.2% | $4,131+44.2% |
| Admin fee / account holder | $215 | $195+10.1% | $10,280-97.9% | $170+26.8% |