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 | $101,984 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $8,308 |
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 | $20,460 | $53,136-61.5% | $155,509-86.8% | $199,593-89.7% |
| Participation rate | 95.4% | 64.1%+31.4pp | 78.2%+17.2pp | 72.0%+23.5pp |
| Annual return | 12.88% | 41.15%-28.3pp | 64.67%-51.8pp | 34.25%-21.4pp |
| Employer contribution / active EE | $1,063 | $1,851-42.6% | $4,672-77.2% | $3,034-65.0% |
| Participant deferral / active EE | $2,387 | $3,161-24.5% | $5,626-57.6% | $5,087-53.1% |
| Admin fee / account holder | $93 | $185-50.0% | $15,912-99.4% | $269-65.5% |