Filed November 17, 2008
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 9-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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,340 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,329 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,117 | $109,881-48.9% | $150,045-62.6% | $84,808-33.8% |
| Participation rate | 95.8% | 76.1%+19.7pp | 82.3%+13.5pp | 68.3%+27.5pp |
| Annual return | 13.71% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,945 | $3,561-45.4% | $4,693-58.6% | $2,631-26.1% |
| Participant deferral / active EE | $9,776 | $6,636+47.3% | $7,997+22.3% | $4,212+132.1% |
| Admin fee / account holder | $394 | $8,568-95.4% | $13,435-97.1% | $7,344-94.6% |