Filed January 17, 2002 (most recent of 2 filings on file)
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,097 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $47,453 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $48,453 | $53,925-10.1% | $75,670-36.0% | $69,631-30.4% |
| Participation rate | 78.3% | 71.2%+7.1pp | 72.3%+5.9pp | 70.7%+7.6pp |
| Annual return | 18.58% | 17.84%+0.7pp | 27.34%-8.8pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $1,474 | $1,802-18.2% | $2,352-37.3% | $2,032-27.5% |
| Participant deferral / active EE | $1,748 | $2,569-32.0% | $3,142-44.4% | $3,224-45.8% |
| Admin fee / account holder | $247 | $97+154.0% | $5,800-95.7% | $110+123.4% |