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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $184,605 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $75,458 |
MIDWESTERN FINANCIAL LLC1 year Service code 26 · EIN 47-4299925 | Advisory (Participants) | $26,959 |
Service code 49 · EIN 42-1035653 | Other Services | $24,500 |
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 | $81,080 | $56,767+42.8% | $101,794-20.3% | $85,563-5.2% |
| Participation rate | 93.2% | 57.6%+35.7pp | 69.2%+24.1pp | 66.0%+27.3pp |
| Annual return | 15.83% | 17.76%-1.9pp | 30.53%-14.7pp | 31.51%-15.7pp |
| Employer contribution / active EE | $1,791 | $1,112+61.1% | $2,289-21.7% | $2,654-32.5% |
| Participant deferral / active EE | $4,969 | $2,720+82.7% | $4,084+21.7% | $4,375+13.6% |
| Admin fee / account holder | $295 | $1,098-73.1% | $8,777-96.6% | $834-64.6% |