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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $140,307 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,228 | $108,719+16.1% | $101,326+24.6% | $85,563+47.5% |
| Participation rate | 96.8% | 80.9%+16.0pp | 81.5%+15.4pp | 66.0%+30.9pp |
| Annual return | 17.34% | 20.95%-3.6pp | 36.82%-19.5pp | 31.51%-14.2pp |
| Employer contribution / active EE | $4,391 | $3,114+41.0% | $3,665+19.8% | $2,654+65.5% |
| Participant deferral / active EE | $7,412 | $8,545-13.3% | $7,994-7.3% | $4,375+69.4% |
| Admin fee / account holder | $127 | $685-81.5% | $11,185-98.9% | $834-84.8% |