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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $141,505 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,706 |
WILSHIRE ASSOCIATES INCORPORATED3+ years 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,188 | $260,849-96.5% | $105,738-91.3% | $75,289-87.8% |
| Participation rate | 76.9% | 51.6%+25.3pp | 76.3%+0.6pp | 72.4%+4.5pp |
| Annual return | 12.00% | 10.99%+1.0pp | 6.27%+5.7pp | -0.04%+12.0pp |
| Employer contribution / active EE | $0 | $848-100.0% | $3,268-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,656 | $1,553+6.6% | $4,080-59.4% | $3,739-55.7% |
| Admin fee / account holder | $112 | $484-76.9% | $6,913-98.4% | $102+9.1% |