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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,928 |
GRANT THORNTON LLP5 years Service code 10 · EIN 36-6055558 | Accounting | $17,722 |
Filed as: WILSHIRE ADVISORS LLC 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,541 | $58,264+282.0% | $86,612+156.9% | $71,457+211.4% |
| Participation rate | 98.4% | 65.0%+33.4pp | 71.7%+26.7pp | 67.9%+30.4pp |
| Annual return | 17.67% | 21.63%-4.0pp | 591.07%-573.4pp | 28.85%-11.2pp |
| Employer contribution / active EE | $12,143 | $2,574+371.8% | $3,022+301.8% | $2,588+369.3% |
| Participant deferral / active EE | $11,727 | $3,436+241.3% | $4,438+164.3% | $4,289+173.4% |
| Admin fee / account holder | $345 | $1,057-67.3% | $5,614-93.9% | $1,587-78.2% |