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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,748 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $65,428 | $88,515-26.1% | $162,163-59.7% | $67,579-3.2% |
| Participation rate | 99.4% | 86.8%+12.6pp | 87.6%+11.8pp | 71.3%+28.1pp |
| Annual return | 22.49% | 27.04%-4.6pp | 115.59%-93.1pp | 378.56%-356.1pp |
| Employer contribution / active EE | $2,597 | $3,563-27.1% | $5,614-53.7% | $2,148+20.9% |
| Participant deferral / active EE | $3,913 | $5,724-31.6% | $7,298-46.4% | $3,539+10.5% |
| Admin fee / account holder | $243 | $124+96.8% | $10,843-97.8% | $142+71.0% |