Filed July 21, 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,367 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,702 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,028 | $75,284-61.4% | $91,001-68.1% | $69,631-58.3% |
| Participation rate | 73.0% | 80.4%-7.4pp | 75.6%-2.6pp | 70.7%+2.3pp |
| Annual return | 16.54% | 48.40%-31.9pp | 4.60%+11.9pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $606 | $2,473-75.5% | $2,456-75.3% | $2,032-70.2% |
| Participant deferral / active EE | $2,001 | $3,700-45.9% | $3,547-43.6% | $3,224-37.9% |
| Admin fee / account holder | $132 | $111+19.6% | $5,417-97.6% | $110+19.7% |