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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,050 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE ADVISORS, LLC. Service code 49 · EIN 13-4071393 | Other Services | $34,528 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $1,052 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,712 | $46,292+13.9% | $143,757-63.3% | $64,808-18.7% |
| Participation rate | 93.8% | 64.2%+29.5pp | 80.3%+13.5pp | 71.5%+22.3pp |
| Annual return | -15.63% | -10.05%-5.6pp | -0.04%-15.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $2,246 | $1,910+17.6% | $4,951-54.6% | $2,506-10.4% |
| Participant deferral / active EE | $4,717 | $2,646+78.3% | $5,637-16.3% | $4,310+9.4% |
| Admin fee / account holder | $196 | $154+27.6% | $14,673-98.7% | $188+4.5% |