Filed October 18, 2004
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 | $630,160 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $49,849 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $72,897 | $57,150+27.6% | $93,654-22.2% | $106,408-31.5% |
| Participation rate | 15.9% | 49.1%-33.2pp | 68.7%-52.9pp | 69.9%-54.0pp |
| Annual return | 29.21% | 15.81%+13.4pp | 133.34%-104.1pp | 17.37%+11.8pp |
| Employer contribution / active EE | $440 | $1,015-56.6% | $2,421-81.8% | $3,361-86.9% |
| Participant deferral / active EE | $636 | $1,853-65.7% | $4,413-85.6% | $5,567-88.6% |
| Admin fee / account holder | $96 | $64+49.8% | $8,282-98.8% | $79+21.8% |