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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,675 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $46,929 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,516 | $50,956+46.2% | $96,562-22.8% | $86,799-14.2% |
| Participation rate | 82.0% | 65.2%+16.7pp | 69.8%+12.1pp | 72.3%+9.7pp |
| Annual return | 17.46% | 21.27%-3.8pp | 37.78%-20.3pp | 97.91%-80.5pp |
| Employer contribution / active EE | $1,676 | $1,111+50.9% | $2,356-28.9% | $2,405-30.3% |
| Participant deferral / active EE | $4,333 | $2,954+46.7% | $3,849+12.6% | $4,131+4.9% |
| Admin fee / account holder | $157 | $166-5.2% | $6,181-97.5% | $170-7.2% |