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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,157 |
MORNINGSTAR3 years 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 | $87,921 | $129,021-31.9% | $184,203-52.3% | $77,643+13.2% |
| Participation rate | 98.6% | 87.3%+11.2pp | 86.8%+11.8pp | 70.6%+28.0pp |
| Annual return | 14.48% | 33.27%-18.8pp | 28.81%-14.3pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,043 | $4,413-31.0% | $6,427-52.7% | $2,726+11.6% |
| Participant deferral / active EE | $4,634 | $7,297-36.5% | $9,131-49.3% | $4,647-0.3% |
| Admin fee / account holder | $202 | $254-20.4% | $13,901-98.5% | $430-53.1% |