Filed May 9, 1994 (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 7-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 | $1,500,296 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,022 | $118,972-77.3% | $150,298-82.0% | $118,972-77.3% |
| Participation rate | 91.3% | 78.0%+13.3pp | 77.8%+13.5pp | 78.0%+13.3pp |
| Annual return | 17.98% | 15.19%+2.8pp | 62.79%-44.8pp | 15.19%+2.8pp |
| Employer contribution / active EE | $1,527 | $3,776-59.6% | $4,154-63.2% | $3,776-59.6% |
| Participant deferral / active EE | $2,751 | $6,017-54.3% | $5,453-49.5% | $6,017-54.3% |
| Admin fee / account holder | $127 | $127+0.1% | $14,116-99.1% | $127+0.1% |