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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $179,510 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $78,589 |
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 | $68,283 | $54,193+26.0% | $93,606-27.1% | $77,643-12.1% |
| Participation rate | 89.9% | 63.9%+26.0pp | 68.7%+21.2pp | 70.6%+19.3pp |
| Annual return | 14.00% | 30.54%-16.5pp | 133.20%-119.2pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,508 | $1,168+29.1% | $2,420-37.7% | $2,726-44.7% |
| Participant deferral / active EE | $4,270 | $3,144+35.8% | $4,411-3.2% | $4,647-8.1% |
| Admin fee / account holder | $247 | $576-57.0% | $8,285-97.0% | $430-42.6% |