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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,859 |
WILSHIRE ASSOCIATES INCORPORATED6+ years 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 | $75,274 | $111,608-32.6% | $177,821-57.7% | $73,409+2.5% |
| Participation rate | 99.4% | 87.9%+11.5pp | 87.7%+11.7pp | 72.2%+27.2pp |
| Annual return | 13.01% | 18.23%-5.2pp | 48.32%-35.3pp | 59.29%-46.3pp |
| Employer contribution / active EE | $2,679 | $3,796-29.4% | $5,918-54.7% | $2,234+20.0% |
| Participant deferral / active EE | $4,164 | $6,199-32.8% | $7,714-46.0% | $3,805+9.4% |
| Admin fee / account holder | $273 | $166+64.8% | $12,427-97.8% | $158+72.8% |