Filed May 1, 2000
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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $61,704 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,980 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $118,699 | $86,655+37.0% | $119,609-0.8% | $66,914+77.4% |
| Participation rate | 97.2% | 75.6%+21.6pp | 79.3%+17.9pp | 69.8%+27.4pp |
| Annual return | -17.75% | -8.00%-9.8pp | -14.97%-2.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $4,469 | $2,536+76.2% | $4,232+5.6% | $2,544+75.7% |
| Participant deferral / active EE | $6,501 | $4,358+49.2% | $5,602+16.0% | $4,237+53.4% |
| Admin fee / account holder | $12 | $755-98.4% | $10,323-99.9% | $593-98.0% |