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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,037,386 |
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 | $21,570 | $73,283-70.6% | $155,509-86.1% | $106,382-79.7% |
| Participation rate | 91.9% | 73.3%+18.7pp | 78.2%+13.8pp | 69.9%+22.1pp |
| Annual return | 13.24% | 15.77%-2.5pp | 64.67%-51.4pp | 17.37%-4.1pp |
| Employer contribution / active EE | $1,475 | $2,247-34.4% | $4,672-68.4% | $3,364-56.1% |
| Participant deferral / active EE | $2,649 | $4,580-42.2% | $5,626-52.9% | $5,569-52.4% |
| Admin fee / account holder | $80 | $56+43.3% | $15,912-99.5% | $79+1.5% |