Filed October 2, 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,798 |
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 | $71,024 | $66,302+7.1% | $110,238-35.6% | $56,287+26.2% |
| Participation rate | 98.0% | 74.9%+23.1pp | 79.8%+18.2pp | 69.9%+28.2pp |
| Annual return | 13.28% | -1.18%+14.5pp | 314.74%-301.5pp | -9.96%+23.2pp |
| Employer contribution / active EE | $3,965 | $2,047+93.7% | $3,826+3.6% | $2,111+87.8% |
| Participant deferral / active EE | $3,965 | $3,381+17.3% | $4,672-15.1% | $3,350+18.4% |
| Admin fee / account holder | $47 | $698-93.3% | $8,547-99.5% | $521-91.0% |