Filed January 23, 2006 (most recent of 5 filings on file)
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 49 · EIN 42-0941553 | Other Services | $33,506 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,368 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,569 | $40,174+45.8% | $84,015-30.3% | $67,579-13.3% |
| Participation rate | 85.5% | 62.7%+22.9pp | 69.0%+16.5pp | 71.3%+14.3pp |
| Annual return | 28.52% | 25.82%+2.7pp | 71.31%-42.8pp | 378.56%-350.0pp |
| Employer contribution / active EE | $1,353 | $808+67.6% | $1,983-31.8% | $2,148-37.0% |
| Participant deferral / active EE | $3,313 | $2,301+44.0% | $3,239+2.3% | $3,539-6.4% |
| Admin fee / account holder | $18 | $128-85.9% | $6,101-99.7% | $142-87.2% |