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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,814 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $86,655-100.0% | $119,609-100.0% | $66,914-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 79.3%-79.3pp | 69.8%-69.8pp |
| Annual return | 4.79% | -8.00%+12.8pp | -14.97%+19.8pp | 1.58%+3.2pp |
| Employer contribution / active EE | $4,732 | $2,536+86.6% | $4,232+11.8% | $2,544+86.0% |
| Participant deferral / active EE | $4,731 | $4,358+8.6% | $5,602-15.5% | $4,237+11.7% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |