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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $158,048 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,329 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $11,029 | $41,774-73.6% | $118,925-90.7% | $90,288-87.8% |
| Participation rate | 84.1% | 55.0%+29.1pp | 75.4%+8.7pp | 73.4%+10.7pp |
| Annual return | 29.54% | 16.64%+12.9pp | 35.88%-6.3pp | 53.97%-24.4pp |
| Employer contribution / active EE | $3 | $986-99.7% | $3,263-99.9% | $2,524-99.9% |
| Participant deferral / active EE | $2,386 | $1,683+41.7% | $4,265-44.1% | $4,232-43.6% |
| Admin fee / account holder | $81 | $85-4.2% | $6,581-98.8% | $114-28.9% |