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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $111,061 |
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 | $73,740 | $81,908-10.0% | $90,749-18.7% | $64,808+13.8% |
| Participation rate | 87.0% | 80.5%+6.5pp | 75.7%+11.3pp | 71.5%+15.6pp |
| Annual return | -14.33% | -12.53%-1.8pp | -12.16%-2.2pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,006 | $3,065-67.2% | $2,921-65.6% | $2,506-59.9% |
| Participant deferral / active EE | $3,213 | $4,840-33.6% | $4,564-29.6% | $4,310-25.4% |
| Admin fee / account holder | $132 | $157-16.2% | $8,445-98.4% | $188-29.8% |