Filed September 2, 1992
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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,263 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,886 | $99,078-48.6% | $96,544-47.3% | $74,419-31.6% |
| Participation rate | 53.9% | 80.7%-26.7pp | 76.0%-22.0pp | 70.7%-16.8pp |
| Annual return | 16.67% | 22.48%-5.8pp | 25.84%-9.2pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,018 | $2,570-60.4% | $2,965-65.7% | $2,637-61.4% |
| Participant deferral / active EE | $3,084 | $4,933-37.5% | $4,851-36.4% | $4,528-31.9% |
| Admin fee / account holder | $34 | $225-84.8% | $8,252-99.6% | $348-90.2% |