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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $81,188 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,076 |
Filed as: WILSHIRE ADVISORS LLC 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,972 | $47,126+156.7% | $149,673-19.2% | $74,419+62.6% |
| Participation rate | 78.7% | 63.4%+15.3pp | 78.8%-0.1pp | 70.7%+7.9pp |
| Annual return | 17.58% | 22.75%-5.2pp | 134.42%-116.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,327 | $1,905+22.1% | $4,818-51.7% | $2,637-11.8% |
| Participant deferral / active EE | $5,293 | $2,728+94.0% | $5,680-6.8% | $4,528+16.9% |
| Admin fee / account holder | $149 | $343-56.6% | $13,210-98.9% | $348-57.3% |