Filed December 3, 2005 (most recent of 2 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,088 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $21,189 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $15,015 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,261 | $55,002-8.6% | $59,878-16.1% | $56,287-10.7% |
| Participation rate | 94.8% | 75.9%+18.9pp | 74.7%+20.1pp | 69.9%+25.0pp |
| Annual return | -6.72% | 1.13%-7.9pp | 3.46%-10.2pp | -9.96%+3.2pp |
| Employer contribution / active EE | $2,867 | $2,448+17.1% | $2,722+5.3% | $2,111+35.8% |
| Participant deferral / active EE | $4,381 | $3,121+40.4% | $3,402+28.8% | $3,350+30.8% |
| Admin fee / account holder | $242 | $236+2.6% | $3,590-93.3% | $521-53.6% |