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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,261 | $46,464-49.9% | $150,298-84.5% | $79,634-70.8% |
| Participation rate | 93.8% | 57.0%+36.8pp | 77.8%+16.0pp | 62.5%+31.3pp |
| Annual return | 11.59% | 27.89%-16.3pp | 62.79%-51.2pp | 36.46%-24.9pp |
| Employer contribution / active EE | $490 | $1,512-67.6% | $4,154-88.2% | $2,529-80.6% |
| Participant deferral / active EE | $2,321 | $2,157+7.6% | $5,453-57.4% | $3,835-39.5% |
| Admin fee / account holder | $23 | $891-97.4% | $14,116-99.8% | $1,002-97.7% |