Filed February 1, 2008 (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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,668 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $16,015 |
EQUITABLE ADVISORS LLC1 year Service code 49 · EIN 13-4071393 | Other Services | $12,162 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $58,819 | $52,293+12.5% | $178,490-67.0% | $73,409-19.9% |
| Participation rate | 93.2% | 65.3%+27.9pp | 81.9%+11.3pp | 72.2%+21.0pp |
| Annual return | 16.56% | 34.75%-18.2pp | 151.07%-134.5pp | 59.29%-42.7pp |
| Employer contribution / active EE | $1,731 | $1,735-0.3% | $5,011-65.5% | $2,234-22.5% |
| Participant deferral / active EE | $4,218 | $2,332+80.9% | $5,202-18.9% | $3,805+10.8% |
| Admin fee / account holder | $243 | $127+90.5% | $13,984-98.3% | $158+53.7% |