Filed January 30, 2004
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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,797 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $40,000 |
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 | $226,378 | $60,323+275.3% | $81,812+176.7% | $74,495+203.9% |
| Participation rate | 98.6% | 62.9%+35.7pp | 72.3%+26.2pp | 67.2%+31.4pp |
| Annual return | 13.53% | 16.90%-3.4pp | 773.79%-760.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $9,050 | $2,620+245.4% | $2,912+210.8% | $2,623+245.0% |
| Participant deferral / active EE | $14,315 | $3,387+322.6% | $4,319+231.5% | $4,346+229.4% |
| Admin fee / account holder | $296 | $1,486-80.1% | $7,386-96.0% | $1,942-84.7% |