Filed November 4, 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 | $62,625 |
Filed as: NEW YORK LIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $11,629 |
MORNINGSTAR2 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 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,436 | $101,317+31.7% | $146,958-9.2% | $74,495+79.1% |
| Participation rate | 96.1% | 75.5%+20.6pp | 82.2%+14.0pp | 67.2%+28.9pp |
| Annual return | 18.00% | 8730.91%-8712.9pp | 418.34%-400.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $2,924 | $3,810-23.3% | $4,933-40.7% | $2,623+11.5% |
| Participant deferral / active EE | $7,983 | $7,303+9.3% | $8,070-1.1% | $4,346+83.7% |
| Admin fee / account holder | $275 | $1,739-84.2% | $12,998-97.9% | $1,942-85.9% |