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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,186 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $27,046 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $134,802 | $100,227+34.5% | $169,993-20.7% | $74,419+81.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 17.84% | 66.08%-48.2pp | 53.37%-35.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $4,977 | $4,263+16.8% | $6,785-26.6% | $2,637+88.7% |
| Participant deferral / active EE | $4,302 | $7,143-39.8% | $10,408-58.7% | $4,528-5.0% |
| Admin fee / account holder | $71 | $234-69.8% | $12,815-99.4% | $348-79.6% |