Filed May 6, 2012
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 9-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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $54,555 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,940 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $23,261 | $50,982-54.4% | $154,803-85.0% | $85,563-72.8% |
| Participation rate | 93.8% | 59.8%+34.0pp | 78.1%+15.7pp | 66.0%+27.8pp |
| Annual return | 11.59% | 30.35%-18.8pp | 58.88%-47.3pp | 31.51%-19.9pp |
| Employer contribution / active EE | $490 | $1,708-71.3% | $4,305-88.6% | $2,654-81.5% |
| Participant deferral / active EE | $2,321 | $2,474-6.2% | $5,540-58.1% | $4,375-47.0% |
| Admin fee / account holder | $23 | $846-97.3% | $14,329-99.8% | $834-97.2% |