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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,118 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,144 | $80,005-33.6% | $140,016-62.0% | $55,725-4.6% |
| Participation rate | 99.1% | 87.0%+12.1pp | 87.5%+11.6pp | 70.9%+28.2pp |
| Annual return | -6.02% | 0.46%-6.5pp | 651.12%-657.1pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,981 | $3,403-41.8% | $5,606-64.7% | $2,078-4.7% |
| Participant deferral / active EE | $3,825 | $5,264-27.3% | $6,927-44.8% | $3,356+14.0% |
| Admin fee / account holder | $226 | $116+95.4% | $10,705-97.9% | $115+96.3% |