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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,889 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,720 | $88,890-35.1% | $102,423-43.6% | $77,643-25.7% |
| Participation rate | 55.6% | 80.9%-25.3pp | 76.5%-20.9pp | 70.6%-15.0pp |
| Annual return | 12.39% | 24.98%-12.6pp | 29.32%-16.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,043 | $2,698-61.3% | $3,023-65.5% | $2,726-61.7% |
| Participant deferral / active EE | $3,260 | $5,145-36.7% | $5,053-35.5% | $4,647-29.9% |
| Admin fee / account holder | $40 | $235-83.0% | $9,451-99.6% | $430-90.7% |