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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $179,361 |
RBC WEALTH MANAGEMENT4 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 | $40,734 | $50,127-18.7% | $149,673-72.8% | $80,160-49.2% |
| Participation rate | 95.5% | 64.3%+31.3pp | 78.8%+16.8pp | 72.9%+22.6pp |
| Annual return | 18.48% | 29.82%-11.3pp | 134.42%-115.9pp | 40.38%-21.9pp |
| Employer contribution / active EE | $2,257 | $1,865+21.0% | $4,818-53.2% | $2,978-24.2% |
| Participant deferral / active EE | $5,208 | $3,194+63.1% | $5,680-8.3% | $5,017+3.8% |
| Admin fee / account holder | $72 | $153-52.9% | $13,210-99.5% | $145-50.4% |