Filed October 24, 2000
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 9-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $613,979 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,818 | $90,410+35.8% | $91,001+35.0% | $77,958+57.5% |
| Participation rate | 99.2% | 86.4%+12.8pp | 75.6%+23.6pp | 71.6%+27.5pp |
| Annual return | 14.28% | 21.34%-7.1pp | 4.60%+9.7pp | 20.87%-6.6pp |
| Employer contribution / active EE | $4,095 | $3,392+20.7% | $2,456+66.8% | $2,310+77.2% |
| Participant deferral / active EE | $5,934 | $4,816+23.2% | $3,547+67.3% | $3,537+67.8% |
| Admin fee / account holder | $0 | $79-100.0% | $5,417-100.0% | $97-100.0% |