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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $103,446 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,440 | $111,491-22.5% | $189,513-54.4% | $86,799-0.4% |
| Participation rate | 99.1% | 87.3%+11.8pp | 87.8%+11.3pp | 72.3%+26.8pp |
| Annual return | 17.38% | 83.50%-66.1pp | 555.15%-537.8pp | 97.91%-80.5pp |
| Employer contribution / active EE | $2,935 | $3,951-25.7% | $6,162-52.4% | $2,405+22.0% |
| Participant deferral / active EE | $4,562 | $6,437-29.1% | $8,221-44.5% | $4,131+10.4% |
| Admin fee / account holder | $271 | $189+43.6% | $12,045-97.7% | $170+59.9% |