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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,261 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 | $95,552 | $87,125+9.7% | $108,410-11.9% | $86,799+10.1% |
| Participation rate | 96.5% | 80.5%+16.0pp | 80.1%+16.4pp | 72.3%+24.2pp |
| Annual return | 15.96% | 25.21%-9.2pp | 905.27%-889.3pp | 97.91%-81.9pp |
| Employer contribution / active EE | $4,007 | $2,477+61.8% | $3,558+12.6% | $2,405+66.6% |
| Participant deferral / active EE | $5,589 | $6,944-19.5% | $6,563-14.8% | $4,131+35.3% |
| Admin fee / account holder | $27 | $130-79.4% | $7,295-99.6% | $170-84.2% |