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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,303 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $2,472 | $26,114-90.5% | $58,482-95.8% | $74,419-96.7% |
| Participation rate | 85.0% | 32.1%+52.9pp | 50.9%+34.1pp | 70.7%+14.2pp |
| Annual return | 18.14% | 32.51%-14.4pp | 4239.32%-4221.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $306 | $536-42.8% | $1,053-70.9% | $2,637-88.4% |
| Participant deferral / active EE | $341 | $1,075-68.3% | $1,924-82.3% | $4,528-92.5% |
| Admin fee / account holder | $30 | $649-95.4% | $2,516-98.8% | $348-91.4% |