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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,072 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,166 | $86,332-18.7% | $125,175-43.9% | $65,185+7.6% |
| Participation rate | 99.4% | 75.3%+24.1pp | 79.8%+19.6pp | 70.2%+29.2pp |
| Annual return | 1.06% | 27.43%-26.4pp | 43.79%-42.7pp | 29.38%-28.3pp |
| Employer contribution / active EE | $3,789 | $2,040+85.8% | $3,865-2.0% | $2,177+74.1% |
| Participant deferral / active EE | $4,095 | $3,537+15.8% | $4,937-17.1% | $3,514+16.5% |
| Admin fee / account holder | $153 | $609-74.9% | $9,702-98.4% | $847-81.9% |