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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $417,472 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,765 | $136,266-9.2% | $90,749+36.4% | $77,904+58.9% |
| Participation rate | 99.2% | 86.6%+12.6pp | 75.7%+23.5pp | 73.7%+25.5pp |
| Annual return | -15.69% | -11.32%-4.4pp | -12.16%-3.5pp | 12.21%-27.9pp |
| Employer contribution / active EE | $4,858 | $4,215+15.2% | $2,921+66.3% | $2,848+70.6% |
| Participant deferral / active EE | $8,410 | $6,353+32.4% | $4,564+84.3% | $4,806+75.0% |
| Admin fee / account holder | $116 | $399-70.8% | $8,445-98.6% | $133-12.2% |