Filed February 27, 2006
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 | $105,083 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $13,243 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $141,194 | $65,376+116.0% | $87,100+62.1% | $65,185+116.6% |
| Participation rate | 99.4% | 75.3%+24.1pp | 76.9%+22.5pp | 70.2%+29.2pp |
| Annual return | 22.20% | 31.27%-9.1pp | 28.19%-6.0pp | 29.38%-7.2pp |
| Employer contribution / active EE | $5,363 | $1,822+194.3% | $2,521+112.7% | $2,177+146.4% |
| Participant deferral / active EE | $7,054 | $3,388+108.2% | $4,049+74.2% | $3,514+100.7% |
| Admin fee / account holder | $362 | $520-30.3% | $7,497-95.2% | $847-57.2% |