Filed May 1, 2015
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,690 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $18,431 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,781 | $60,323-24.1% | $81,812-44.0% | $74,495-38.5% |
| Participation rate | 83.8% | 62.9%+20.9pp | 72.3%+11.4pp | 67.2%+16.5pp |
| Annual return | 10.27% | 16.90%-6.6pp | 773.79%-763.5pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,967 | $2,620-24.9% | $2,912-32.5% | $2,623-25.0% |
| Participant deferral / active EE | $1,938 | $3,387-42.8% | $4,319-55.1% | $4,346-55.4% |
| Admin fee / account holder | $288 | $1,486-80.6% | $7,386-96.1% | $1,942-85.2% |