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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $114,522 |
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $40,679 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $59,264 | $55,790+6.2% | $76,817-22.9% | $67,579-12.3% |
| Participation rate | 78.4% | 71.1%+7.3pp | 72.1%+6.3pp | 71.3%+7.1pp |
| Annual return | 22.19% | 64.45%-42.3pp | 1166.11%-1143.9pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,700 | $1,810-6.1% | $2,302-26.2% | $2,148-20.9% |
| Participant deferral / active EE | $2,166 | $2,875-24.6% | $3,336-35.1% | $3,539-38.8% |
| Admin fee / account holder | $278 | $159+74.7% | $6,420-95.7% | $142+95.4% |