Filed March 24, 1997
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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $12,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,109 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,007 | $88,083-29.6% | $164,813-62.4% | $74,495-16.8% |
| Participation rate | 96.6% | 73.0%+23.6pp | 78.6%+18.0pp | 67.2%+29.4pp |
| Annual return | 11.65% | 17.26%-5.6pp | 69.93%-58.3pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $287 | $2,593-88.9% | $4,341-93.4% | $2,623-89.1% |
| Participant deferral / active EE | $5,574 | $4,498+23.9% | $6,031-7.6% | $4,346+28.3% |
| Admin fee / account holder | $74 | $2,234-96.7% | $12,690-99.4% | $1,942-96.2% |