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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,078 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC 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 | $66,660 | $86,897-23.3% | $151,611-56.0% | $64,808+2.9% |
| Participation rate | 99.7% | 87.3%+12.5pp | 87.5%+12.2pp | 71.5%+28.3pp |
| Annual return | -15.56% | -3.57%-12.0pp | 3.33%-18.9pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,961 | $4,010-26.2% | $6,166-52.0% | $2,506+18.2% |
| Participant deferral / active EE | $4,443 | $6,690-33.6% | $8,363-46.9% | $4,310+3.1% |
| Admin fee / account holder | $207 | $153+35.6% | $11,616-98.2% | $188+10.4% |