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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,948 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $83,276 | $78,781+5.7% | $100,516-17.2% | $73,409+13.4% |
| Participation rate | 95.7% | 80.0%+15.7pp | 79.4%+16.3pp | 72.2%+23.6pp |
| Annual return | 15.07% | 31.69%-16.6pp | 30.89%-15.8pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,800 | $2,420-25.6% | $3,418-47.3% | $2,234-19.4% |
| Participant deferral / active EE | $5,313 | $6,537-18.7% | $6,270-15.3% | $3,805+39.6% |
| Admin fee / account holder | $22 | $145-85.0% | $8,081-99.7% | $158-86.2% |