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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,048,142 |
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.
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 | $14,483 | $83,057-82.6% | $143,757-89.9% | $89,394-83.8% |
| Participation rate | 93.8% | 74.0%+19.8pp | 80.3%+13.5pp | 71.3%+22.5pp |
| Annual return | -22.38% | -13.97%-8.4pp | -0.04%-22.3pp | -11.89%-10.5pp |
| Employer contribution / active EE | $1,239 | $2,095-40.9% | $4,951-75.0% | $3,022-59.0% |
| Participant deferral / active EE | $1,985 | $4,281-53.6% | $5,637-64.8% | $5,123-61.3% |
| Admin fee / account holder | $72 | $83-13.8% | $14,673-99.5% | $79-9.9% |