Filed January 6, 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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,755 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $18,540 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,277 | $51,197+279.5% | $82,719+134.9% | $66,914+190.3% |
| Participation rate | 99.1% | 67.8%+31.3pp | 72.6%+26.6pp | 69.8%+29.3pp |
| Annual return | -16.71% | -9.64%-7.1pp | 701.18%-717.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $11,719 | $2,611+348.9% | $3,009+289.5% | $2,544+360.6% |
| Participant deferral / active EE | $10,986 | $3,458+217.7% | $4,395+150.0% | $4,237+159.3% |
| Admin fee / account holder | $151 | $416-63.7% | $5,329-97.2% | $593-74.6% |