Filed May 10, 2005 (most recent of 3 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,828 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $141,713 | $81,537+73.8% | $149,718-5.3% | $69,631+103.5% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.1%+12.6pp | 70.7%+29.0pp |
| Annual return | 17.39% | 22.79%-5.4pp | 1501.63%-1484.2pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $5,256 | $3,239+62.3% | $5,445-3.5% | $2,032+158.6% |
| Participant deferral / active EE | $5,635 | $4,994+12.8% | $6,569-14.2% | $3,224+74.8% |
| Admin fee / account holder | $47 | $107-56.0% | $11,283-99.6% | $110-57.5% |