Filed September 23, 1992
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,899 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $25,649 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,968 | $86,897+39.2% | $151,611-20.2% | $64,808+86.7% |
| Participation rate | 99.9% | 87.3%+12.6pp | 87.5%+12.4pp | 71.5%+28.4pp |
| Annual return | -14.94% | -3.57%-11.4pp | 3.33%-18.3pp | 32.82%-47.8pp |
| Employer contribution / active EE | $4,950 | $4,010+23.5% | $6,166-19.7% | $2,506+97.6% |
| Participant deferral / active EE | $4,396 | $6,690-34.3% | $8,363-47.4% | $4,310+2.0% |
| Admin fee / account holder | $50 | $153-67.6% | $11,616-99.6% | $188-73.6% |