Filed May 21, 2008
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 7-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 | $14,149 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,171 | $39,286-89.4% | $80,716-94.8% | $79,386-94.7% |
| Participation rate | 84.7% | 41.0%+43.8pp | 54.2%+30.6pp | 70.7%+14.0pp |
| Annual return | 10.96% | 98.95%-88.0pp | 87.28%-76.3pp | 116.85%-105.9pp |
| Employer contribution / active EE | $432 | $594-27.3% | $1,160-62.8% | $2,427-82.2% |
| Participant deferral / active EE | $577 | $1,264-54.3% | $2,146-73.1% | $4,046-85.7% |
| Admin fee / account holder | $117 | $647-81.9% | $3,380-96.5% | $626-81.3% |