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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,440 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,328 | $29,548-88.7% | $56,411-94.1% | $77,643-95.7% |
| Participation rate | 92.6% | 32.7%+60.0pp | 52.5%+40.2pp | 70.6%+22.1pp |
| Annual return | 10.36% | 19.01%-8.6pp | 1701.33%-1691.0pp | 31.24%-20.9pp |
| Employer contribution / active EE | $387 | $568-31.9% | $1,039-62.8% | $2,726-85.8% |
| Participant deferral / active EE | $333 | $1,061-68.6% | $1,952-83.0% | $4,647-92.8% |
| Admin fee / account holder | $53 | $1,046-94.9% | $2,829-98.1% | $430-87.6% |