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 | $61,066 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,727 |
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 | $138,786 | $82,978+67.3% | $129,995+6.8% | $71,457+94.2% |
| Participation rate | 96.4% | 74.1%+22.4pp | 78.5%+17.9pp | 67.9%+28.5pp |
| Annual return | 19.27% | 20.60%-1.3pp | -137.18%+156.4pp | 28.85%-9.6pp |
| Employer contribution / active EE | $4,278 | $2,622+63.2% | $4,320-1.0% | $2,588+65.3% |
| Participant deferral / active EE | $6,506 | $4,432+46.8% | $5,820+11.8% | $4,289+51.7% |
| Admin fee / account holder | $11 | $1,729-99.4% | $10,614-99.9% | $1,587-99.3% |