Filed October 21, 1997
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 8-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 |
|---|---|---|
Service code 27 · EIN 82-5380759 | Advisory (Plan) | $69,552 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,239 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,456 | $106,236+9.6% | $112,228+3.8% | $64,808+79.7% |
| Participation rate | 96.7% | 71.7%+25.1pp | 75.1%+21.7pp | 71.5%+25.3pp |
| Annual return | -10.33% | -6.02%-4.3pp | 27.45%-37.8pp | 32.82%-43.2pp |
| Employer contribution / active EE | $12,049 | $3,166+280.5% | $3,635+231.5% | $2,506+380.8% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $11 | $452-97.5% | $6,410-99.8% | $188-93.9% |