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 | $74,933-63.9% | $154,803-82.5% | $117,739-77.0% |
| Participation rate | 91.3% | 64.5%+26.8pp | 78.1%+13.2pp | 76.6%+14.6pp |
| Annual return | 17.98% | 17.34%+0.6pp | 58.88%-40.9pp | 17.29%+0.7pp |
| Employer contribution / active EE | $1,527 | $2,316-34.0% | $4,305-64.5% | $3,746-59.2% |
| Participant deferral / active EE | $2,751 | $3,942-30.2% | $5,540-50.3% | $6,128-55.1% |
| Admin fee / account holder | $127 | $129-1.8% | $14,329-99.1% | $112+13.4% |