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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,134 |
GRANT THORNTON LLP7 years Service code 10 · EIN 36-6055558 | Accounting | $20,703 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,462 | $56,317+431.7% | $71,209+320.5% | $74,304+303.0% |
| Participation rate | 96.3% | 55.1%+41.1pp | 73.8%+22.5pp | 60.3%+35.9pp |
| Annual return | 13.99% | 42.83%-28.8pp | 282.51%-268.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $12,443 | $2,160+476.1% | $2,721+357.3% | $2,241+455.2% |
| Participant deferral / active EE | $11,829 | $2,788+324.3% | $4,175+183.3% | $3,767+214.0% |
| Admin fee / account holder | $474 | $2,290-79.3% | $5,349-91.1% | $2,969-84.0% |