Filed January 6, 2006
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 | $243,759 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $51,692 |
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 | $48,616 | $53,199-8.6% | $155,567-68.7% | $199,768-75.7% |
| Participation rate | 96.0% | 64.1%+31.9pp | 78.2%+17.8pp | 72.0%+24.0pp |
| Annual return | 13.59% | 41.17%-27.6pp | 64.74%-51.1pp | 34.26%-20.7pp |
| Employer contribution / active EE | $2,296 | $1,852+24.0% | $4,674-50.9% | $3,037-24.4% |
| Participant deferral / active EE | $5,568 | $3,163+76.1% | $5,628-1.1% | $5,090+9.4% |
| Admin fee / account holder | $95 | $186-48.9% | $15,916-99.4% | $269-64.8% |