Filed January 27, 2006 (most recent of 2 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,929 |
WILSHIRE ASSOCIATES INCORPORATED4+ years 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 | $59,206 | $62,543-5.3% | $83,333-29.0% | $55,725+6.2% |
| Participation rate | 96.2% | 78.4%+17.8pp | 77.8%+18.4pp | 70.9%+25.3pp |
| Annual return | -4.27% | 14.85%-19.1pp | 10.63%-14.9pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,239 | $2,427-48.9% | $3,379-63.3% | $2,078-40.4% |
| Participant deferral / active EE | $4,478 | $5,682-21.2% | $5,565-19.5% | $3,356+33.5% |
| Admin fee / account holder | $35 | $103-65.8% | $7,510-99.5% | $115-69.4% |