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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $155,634 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $72,702 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $18,634 |
Service code 49 · EIN 42-1035653 | Other Services | $16,770 |
Filed as: WILSHIRE ADVISORS LLC 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 | $56,994 | $42,353+34.6% | $79,550-28.4% | $64,808-12.1% |
| Participation rate | 84.0% | 64.8%+19.3pp | 69.5%+14.5pp | 71.5%+12.5pp |
| Annual return | -15.04% | -12.24%-2.8pp | 0.16%-15.2pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,655 | $1,181+40.2% | $2,413-31.4% | $2,506-33.9% |
| Participant deferral / active EE | $4,300 | $3,170+35.6% | $3,985+7.9% | $4,310-0.2% |
| Admin fee / account holder | $234 | $160+46.7% | $6,832-96.6% | $188+24.6% |