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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,441 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $50,992 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 | $127,779 | $56,485+126.2% | $185,823-31.2% | $86,799+47.2% |
| Participation rate | 80.6% | 65.5%+15.1pp | 81.7%-1.1pp | 72.3%+8.3pp |
| Annual return | 16.41% | 118.04%-101.6pp | 122.05%-105.6pp | 97.91%-81.5pp |
| Employer contribution / active EE | $2,350 | $1,843+27.5% | $5,167-54.5% | $2,405-2.3% |
| Participant deferral / active EE | $4,941 | $2,553+93.5% | $5,568-11.3% | $4,131+19.6% |
| Admin fee / account holder | $222 | $150+48.2% | $16,237-98.6% | $170+30.8% |