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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,705 |
Filed as: WILSHIRE ADVISORS LLC 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,212 | $30,086-92.6% | $61,373-96.4% | $64,808-96.6% |
| Participation rate | 86.4% | 36.4%+50.0pp | 52.6%+33.8pp | 71.5%+14.9pp |
| Annual return | -21.86% | -13.99%-7.9pp | 338.61%-360.5pp | 32.82%-54.7pp |
| Employer contribution / active EE | $386 | $536-28.0% | $1,159-66.7% | $2,506-84.6% |
| Participant deferral / active EE | $424 | $1,126-62.3% | $2,125-80.0% | $4,310-90.2% |
| Admin fee / account holder | $26 | $148-82.4% | $2,130-98.8% | $188-86.1% |