Filed September 1, 2009 (most recent of 3 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 10-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,184 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $40,511 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,561 | $62,928+51.9% | $172,739-44.7% | $67,579+41.4% |
| Participation rate | 75.5% | 64.5%+11.0pp | 82.6%-7.2pp | 71.3%+4.2pp |
| Annual return | 24.12% | 30.36%-6.2pp | 802.84%-778.7pp | 378.56%-354.4pp |
| Employer contribution / active EE | $1,883 | $1,636+15.1% | $5,143-63.4% | $2,148-12.3% |
| Participant deferral / active EE | $3,682 | $2,145+71.7% | $5,198-29.2% | $3,539+4.0% |
| Admin fee / account holder | $188 | $167+13.0% | $13,954-98.7% | $142+32.4% |