Filed June 14, 2006
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 | $349,255 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $104,942 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,732 | $102,872-70.1% | $136,749-77.5% | $102,872-70.1% |
| Participation rate | 81.1% | 73.0%+8.0pp | 72.1%+8.9pp | 73.0%+8.0pp |
| Annual return | 18.22% | 19.06%-0.8pp | 24.33%-6.1pp | 19.06%-0.8pp |
| Employer contribution / active EE | $14 | $3,526-99.6% | $3,400-99.6% | $3,526-99.6% |
| Participant deferral / active EE | $4,875 | $5,535-11.9% | $4,692+3.9% | $5,535-11.9% |
| Admin fee / account holder | $124 | $292-57.6% | $11,386-98.9% | $292-57.6% |