Filed June 14, 2006
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $123,909 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $33,789 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,371 | $122,239+135.1% | $184,203+56.0% | $74,495+285.8% |
| Participation rate | 99.2% | 85.5%+13.8pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 21.18% | 19.95%+1.2pp | 28.81%-7.6pp | 1364.94%-1343.8pp |
| Employer contribution / active EE | $12,962 | $4,537+185.7% | $6,427+101.7% | $2,623+394.1% |
| Participant deferral / active EE | $14,669 | $7,139+105.5% | $9,131+60.6% | $4,346+237.6% |
| Admin fee / account holder | $670 | $1,260-46.8% | $13,901-95.2% | $1,942-65.5% |