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 10-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 | $127,546 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ years 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 | $110,533 | $93,131+18.7% | $106,548+3.7% | $86,799+27.3% |
| Participation rate | 83.7% | 81.4%+2.3pp | 76.1%+7.6pp | 72.3%+11.4pp |
| Annual return | 15.71% | 19.45%-3.7pp | 26.80%-11.1pp | 97.91%-82.2pp |
| Employer contribution / active EE | $841 | $2,895-70.9% | $2,819-70.2% | $2,405-65.0% |
| Participant deferral / active EE | $3,725 | $4,708-20.9% | $4,398-15.3% | $4,131-9.8% |
| Admin fee / account holder | $176 | $145+21.1% | $7,407-97.6% | $170+3.6% |