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) | $48,764 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,998 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,461 | $50,815+180.4% | $155,509-8.4% | $77,643+83.5% |
| Participation rate | 79.0% | 63.1%+15.9pp | 78.2%+0.8pp | 70.6%+8.4pp |
| Annual return | 13.17% | 34.80%-21.6pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,343 | $1,993+17.6% | $4,672-49.9% | $2,726-14.0% |
| Participant deferral / active EE | $5,544 | $2,822+96.5% | $5,626-1.5% | $4,647+19.3% |
| Admin fee / account holder | $184 | $437-58.0% | $15,912-98.8% | $430-57.3% |