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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,985 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,201 | $69,231+4.3% | $91,989-21.5% | $67,579+6.8% |
| Participation rate | 96.0% | 78.9%+17.1pp | 78.6%+17.3pp | 71.3%+24.7pp |
| Annual return | 22.31% | 32.03%-9.7pp | 69.02%-46.7pp | 378.56%-356.2pp |
| Employer contribution / active EE | $1,527 | $2,284-33.1% | $3,452-55.8% | $2,148-28.9% |
| Participant deferral / active EE | $4,921 | $5,854-15.9% | $5,923-16.9% | $3,539+39.1% |
| Admin fee / account holder | $31 | $107-71.1% | $7,743-99.6% | $142-78.2% |