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 | $74,218 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,076 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $155,515 | $88,083+76.6% | $164,813-5.6% | $74,495+108.8% |
| Participation rate | 95.5% | 73.0%+22.4pp | 78.6%+16.9pp | 67.2%+28.3pp |
| Annual return | 16.47% | 17.26%-0.8pp | 69.93%-53.5pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $3,945 | $2,593+52.2% | $4,341-9.1% | $2,623+50.4% |
| Participant deferral / active EE | $6,604 | $4,498+46.8% | $6,031+9.5% | $4,346+52.0% |
| Admin fee / account holder | $11 | $2,234-99.5% | $12,690-99.9% | $1,942-99.4% |