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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $140,318 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE ADVISORS, LLC. Service code 49 · EIN 13-4071393 | Other Services | $50,220 |
EQUITABLE ADVISORS LLC6 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 | $81,090 | $50,982+59.1% | $154,803-47.6% | $85,563-5.2% |
| Participation rate | 93.3% | 59.8%+33.5pp | 78.1%+15.2pp | 66.0%+27.3pp |
| Annual return | 17.92% | 30.35%-12.4pp | 58.88%-41.0pp | 31.51%-13.6pp |
| Employer contribution / active EE | $2,701 | $1,708+58.1% | $4,305-37.3% | $2,654+1.8% |
| Participant deferral / active EE | $5,423 | $2,474+119.2% | $5,540-2.1% | $4,375+23.9% |
| Admin fee / account holder | $247 | $846-70.7% | $14,329-98.3% | $834-70.3% |