Filed June 18, 1997
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,287 |
Filed as: MERRILL LYNCH, PIERCE, FENNER&SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $11,199 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,666 | $49,915-18.5% | $154,803-73.7% | $74,304-45.3% |
| Participation rate | 99.5% | 54.0%+45.6pp | 78.1%+21.4pp | 60.3%+39.2pp |
| Annual return | 10.93% | 34.06%-23.1pp | 58.88%-48.0pp | 29.43%-18.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,418 | $2,255+51.6% | $5,540-38.3% | $3,767-9.3% |
| Admin fee / account holder | $123 | $2,189-94.4% | $14,329-99.1% | $2,969-95.9% |