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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $459,493 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,189 | $105,190+36.1% | $98,907+44.8% | $90,288+58.6% |
| Participation rate | 99.1% | 86.4%+12.7pp | 76.0%+23.0pp | 73.4%+25.7pp |
| Annual return | 15.26% | 18.52%-3.3pp | 196.43%-181.2pp | 53.97%-38.7pp |
| Employer contribution / active EE | $3,291 | $3,831-14.1% | $2,689+22.4% | $2,524+30.4% |
| Participant deferral / active EE | $6,812 | $5,616+21.3% | $4,244+60.5% | $4,232+61.0% |
| Admin fee / account holder | $0 | $97-100.0% | $6,642-100.0% | $114-100.0% |