Filed June 22, 2010 (most recent of 3 filings on file)
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,765 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,134 | $74,089-5.3% | $133,980-47.7% | $55,167+27.1% |
| Participation rate | 68.5% | 84.3%-15.7pp | 87.1%-18.5pp | 69.0%-0.4pp |
| Annual return | 3.32% | 12.11%-8.8pp | 29.30%-26.0pp | 169.23%-165.9pp |
| Employer contribution / active EE | $1,953 | $3,064-36.3% | $5,211-62.5% | $1,963-0.5% |
| Participant deferral / active EE | $3,198 | $4,678-31.6% | $6,282-49.1% | $3,054+4.7% |
| Admin fee / account holder | $156 | $458-65.9% | $9,324-98.3% | $504-69.0% |