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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $120,367 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE ADVISORS, LLC. Service code 49 · EIN 13-4071393 | Other Services | $42,499 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $0 |
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 | $69,853 | $50,815+37.5% | $155,509-55.1% | $77,643-10.0% |
| Participation rate | 94.4% | 63.1%+31.3pp | 78.2%+16.2pp | 70.6%+23.8pp |
| Annual return | 14.91% | 34.80%-19.9pp | 64.67%-49.8pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,505 | $1,993+25.7% | $4,672-46.4% | $2,726-8.1% |
| Participant deferral / active EE | $5,169 | $2,822+83.2% | $5,626-8.1% | $4,647+11.2% |
| Admin fee / account holder | $220 | $437-49.6% | $15,912-98.6% | $430-48.9% |