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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,447 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,641 | $64,612+15.5% | $86,436-13.6% | $64,808+15.2% |
| Participation rate | 97.4% | 81.5%+16.0pp | 80.3%+17.1pp | 71.5%+26.0pp |
| Annual return | -16.71% | 0.66%-17.4pp | 4394.89%-4411.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $5,121 | $2,744+86.6% | $3,769+35.9% | $2,506+104.4% |
| Participant deferral / active EE | $5,526 | $7,497-26.3% | $6,952-20.5% | $4,310+28.2% |
| Admin fee / account holder | $23 | $169-86.2% | $6,731-99.7% | $188-87.5% |