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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,910 |
Filed as: WILSHIRE ADVISORS LLC 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 | $102,092 | $115,744-11.8% | $100,391+1.7% | $199,593-48.8% |
| Participation rate | 97.1% | 85.7%+11.4pp | 81.5%+15.6pp | 72.0%+25.1pp |
| Annual return | 20.31% | 17.79%+2.5pp | 49.20%-28.9pp | 34.25%-13.9pp |
| Employer contribution / active EE | $3,827 | $3,657+4.6% | $3,942-2.9% | $3,034+26.1% |
| Participant deferral / active EE | $6,381 | $9,844-35.2% | $8,082-21.0% | $5,087+25.4% |
| Admin fee / account holder | $83 | $93-11.1% | $7,899-99.0% | $269-69.3% |