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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $153,077 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $68,682 |
Service code 49 · EIN 42-1035653 | Other Services | $9,800 |
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 | $65,554 | $53,165+23.3% | $86,188-23.9% | $74,419-11.9% |
| Participation rate | 88.6% | 64.9%+23.7pp | 69.0%+19.6pp | 70.7%+17.9pp |
| Annual return | 19.10% | 22.64%-3.5pp | 1168.45%-1149.3pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,763 | $1,210+45.7% | $2,380-25.9% | $2,637-33.2% |
| Participant deferral / active EE | $4,534 | $3,234+40.2% | $3,985+13.8% | $4,528+0.1% |
| Admin fee / account holder | $221 | $551-59.9% | $6,852-96.8% | $348-36.4% |