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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,602 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $43,197 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $44,065 | $48,261-8.7% | $68,793-35.9% | $55,725-20.9% |
| Participation rate | 78.4% | 71.0%+7.3pp | 72.2%+6.1pp | 70.9%+7.5pp |
| Annual return | -6.20% | -2.61%-3.6pp | -4.63%-1.6pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,500 | $1,742-13.9% | $2,625-42.9% | $2,078-27.8% |
| Participant deferral / active EE | $1,822 | $2,712-32.8% | $3,311-45.0% | $3,356-45.7% |
| Admin fee / account holder | $248 | $126+96.5% | $5,131-95.2% | $115+115.3% |