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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $643,434 |
WILSHIRE ASSOCIATES INCORPORATED1+ years 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,308 | $58,202-80.6% | $172,739-93.5% | $89,569-87.4% |
| Participation rate | 92.5% | 72.8%+19.7pp | 82.6%+9.9pp | 69.6%+23.0pp |
| Annual return | 0.00% | 61.59%-61.6pp | 802.84%-802.8pp | 34.56%-34.6pp |
| Employer contribution / active EE | $868 | $1,759-50.6% | $5,143-83.1% | $2,584-66.4% |
| Participant deferral / active EE | $1,258 | $3,335-62.3% | $5,198-75.8% | $4,220-70.2% |
| Admin fee / account holder | $37 | $53-30.3% | $13,954-99.7% | $72-48.8% |