Filed December 8, 2015
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $125,692 |
Service code 27 · EIN 27-4653554 | Advisory (Plan) | $31,738 |
Service code 27 · EIN 54-1763791 | Advisory (Plan) | $15,479 |
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 | $38,074 | $46,292-17.8% | $143,757-73.5% | $64,808-41.3% |
| Participation rate | 98.3% | 64.2%+34.1pp | 80.3%+18.0pp | 71.5%+26.8pp |
| Annual return | -17.07% | -10.05%-7.0pp | -0.04%-17.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $2,150 | $1,910+12.6% | $4,951-56.6% | $2,506-14.2% |
| Participant deferral / active EE | $2,917 | $2,646+10.3% | $5,637-48.2% | $4,310-32.3% |
| Admin fee / account holder | $284 | $154+84.9% | $14,673-98.1% | $188+51.4% |