Filed June 2, 1999 (most recent of 3 filings on file)
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,586 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,615 | $65,592-6.1% | $90,160-31.7% | $69,631-11.5% |
| Participation rate | 92.3% | 77.6%+14.7pp | 76.9%+15.4pp | 70.7%+21.6pp |
| Annual return | 18.27% | 57.10%-38.8pp | 34.88%-16.6pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $545 | $2,193-75.2% | $3,318-83.6% | $2,032-73.2% |
| Participant deferral / active EE | $3,709 | $5,257-29.4% | $5,288-29.8% | $3,224+15.1% |
| Admin fee / account holder | $12 | $86-86.3% | $5,943-99.8% | $110-89.4% |