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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,745 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,682 | $103,918-17.5% | $94,646-9.5% | $80,160+6.9% |
| Participation rate | 97.5% | 85.8%+11.6pp | 80.8%+16.6pp | 72.9%+24.5pp |
| Annual return | 17.86% | 27.77%-9.9pp | 156.71%-138.8pp | 40.38%-22.5pp |
| Employer contribution / active EE | $4,936 | $3,539+39.5% | $3,672+34.4% | $2,978+65.8% |
| Participant deferral / active EE | $5,772 | $9,528-39.4% | $7,418-22.2% | $5,017+15.0% |
| Admin fee / account holder | $26 | $96-73.5% | $7,231-99.6% | $145-82.4% |