Filed April 28, 2007
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,843 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $50,061 | $68,413-26.8% | $123,104-59.3% | $55,191-9.3% |
| Participation rate | 99.3% | 84.5%+14.7pp | 86.8%+12.5pp | 69.2%+30.1pp |
| Annual return | 0.92% | 6.30%-5.4pp | 13.22%-12.3pp | 10.78%-9.9pp |
| Employer contribution / active EE | $2,300 | $3,050-24.6% | $5,151-55.3% | $1,899+21.1% |
| Participant deferral / active EE | $3,612 | $4,490-19.6% | $6,230-42.0% | $3,046+18.6% |
| Admin fee / account holder | $52 | $88-41.1% | $9,015-99.4% | $91-43.0% |