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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,277 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $40,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $261,135 | $56,317+363.7% | $71,209+266.7% | $74,304+251.4% |
| Participation rate | 98.6% | 55.1%+43.5pp | 73.8%+24.9pp | 60.3%+38.3pp |
| Annual return | 15.61% | 42.83%-27.2pp | 282.51%-266.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $9,811 | $2,160+354.2% | $2,721+260.6% | $2,241+337.8% |
| Participant deferral / active EE | $14,720 | $2,788+428.0% | $4,175+252.6% | $3,767+290.7% |
| Admin fee / account holder | $282 | $2,290-87.7% | $5,349-94.7% | $2,969-90.5% |