Filed October 21, 2008
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 | $16,223 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,064 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,127 | $49,693-51.4% | $70,515-65.8% | $74,419-67.6% |
| Participation rate | 94.9% | 64.7%+30.3pp | 68.3%+26.6pp | 70.7%+24.2pp |
| Annual return | 14.09% | 21.22%-7.1pp | 32.77%-18.7pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,051 | $1,773-40.7% | $2,973-64.7% | $2,637-60.1% |
| Participant deferral / active EE | $2,911 | $3,376-13.8% | $4,567-36.2% | $4,528-35.7% |
| Admin fee / account holder | $45 | $316-85.9% | $6,412-99.3% | $348-87.2% |