Filed March 14, 2006 (most recent of 3 filings on file)
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 | $25,486 |
Service code 27 · EIN 23-2946836 | Advisory (Plan) | $8,564 |
MORNINGSTAR1 year 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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,894 | $71,142-45.3% | $119,609-67.5% | $64,808-40.0% |
| Participation rate | 99.2% | 78.6%+20.6pp | 79.3%+19.9pp | 71.5%+27.7pp |
| Annual return | -14.87% | -10.01%-4.9pp | -14.97%+0.1pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,733 | $2,497-30.6% | $4,232-59.1% | $2,506-30.8% |
| Participant deferral / active EE | $4,536 | $4,490+1.0% | $5,602-19.0% | $4,310+5.2% |
| Admin fee / account holder | $44 | $162-72.8% | $10,323-99.6% | $188-76.5% |