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 | $106,749-47.4% | $145,433-61.4% | $82,448-31.9% |
| Participation rate | 95.8% | 75.6%+20.2pp | 82.1%+13.7pp | 68.1%+27.8pp |
| Annual return | 13.71% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,945 | $3,444-43.5% | $4,554-57.3% | $2,551-23.7% |
| Participant deferral / active EE | $9,776 | $6,519+50.0% | $7,897+23.8% | $4,139+136.2% |
| Admin fee / account holder | $394 | $8,390-95.3% | $13,129-97.0% | $7,234-94.6% |