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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,644 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA, INC. Service code 49 · EIN 35-1151034 | Other Services | $56,345 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,963 | $66,457+83.5% | $81,382+49.9% | $77,643+57.1% |
| Participation rate | 48.8% | 68.7%-20.0pp | 69.5%-20.7pp | 70.6%-21.8pp |
| Annual return | 13.84% | 15.93%-2.1pp | 24.73%-10.9pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,660 | $2,159+23.2% | $2,463+8.0% | $2,726-2.4% |
| Participant deferral / active EE | $2,883 | $3,679-21.6% | $3,883-25.8% | $4,647-38.0% |
| Admin fee / account holder | $425 | $583-27.0% | $5,768-92.6% | $430-1.2% |