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 | $84,639 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,075 |
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.
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 | $168,334 | $108,549+55.1% | $156,263+7.7% | $85,563+96.7% |
| Participation rate | 96.8% | 77.1%+19.7pp | 78.9%+17.9pp | 66.0%+30.8pp |
| Annual return | 12.77% | 21.79%-9.0pp | 59.47%-46.7pp | 31.51%-18.7pp |
| Employer contribution / active EE | $3,675 | $2,690+36.7% | $4,333-15.2% | $2,654+38.5% |
| Participant deferral / active EE | $6,512 | $4,800+35.7% | $6,158+5.7% | $4,375+48.8% |
| Admin fee / account holder | $11 | $650-98.3% | $14,255-99.9% | $834-98.7% |