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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $462,312 |
LION STREET ADVISORS LLC1 year Filed as: LION STREET ADVISORS Service code 27 · EIN 80-0946231 | Advisory (Plan) | $44,858 |
WILSHIRE ASSOCIATES INCORPORATED7+ years 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 | $68,762 | $55,785+23.3% | $96,562-28.8% | $106,520-35.4% |
| Participation rate | 14.8% | 53.4%-38.6pp | 69.8%-55.0pp | 71.3%-56.5pp |
| Annual return | 14.59% | 17.66%-3.1pp | 37.78%-23.2pp | 19.28%-4.7pp |
| Employer contribution / active EE | $383 | $1,042-63.3% | $2,356-83.8% | $2,840-86.5% |
| Participant deferral / active EE | $578 | $1,782-67.6% | $3,849-85.0% | $4,948-88.3% |
| Admin fee / account holder | $96 | $59+63.1% | $6,181-98.5% | $75+28.4% |