Filed May 16, 2008
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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,206 |
HANDELAND, STEVEN M.3+ years Service code 49 3196 KRAFT AVE SE · GRAND RAPIDS, MI 495122065 | Other Services | $1,144 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,000 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $105,267 | $64,909+62.2% | $82,313+27.9% | $62,292+69.0% |
| Participation rate | 95.4% | 74.9%+20.5pp | 76.9%+18.5pp | 69.5%+25.9pp |
| Annual return | 16.70% | 21.18%-4.5pp | 25.88%-9.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,346 | $1,676-19.7% | $2,428-44.6% | $2,042-34.1% |
| Participant deferral / active EE | $4,789 | $3,103+54.3% | $3,706+29.2% | $3,169+51.1% |
| Admin fee / account holder | $6 | $440-98.6% | $5,608-99.9% | $479-98.8% |