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 | $17,966 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,561 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,500 | $55,416-48.6% | $75,972-62.5% | $77,643-63.3% |
| Participation rate | 80.2% | 63.6%+16.6pp | 69.1%+11.1pp | 70.6%+9.6pp |
| Annual return | 13.42% | 17.07%-3.7pp | 359.55%-346.1pp | 31.24%-17.8pp |
| Employer contribution / active EE | $894 | $1,788-50.0% | $2,685-66.7% | $2,726-67.2% |
| Participant deferral / active EE | $2,551 | $3,447-26.0% | $4,255-40.1% | $4,647-45.1% |
| Admin fee / account holder | $51 | $414-87.7% | $6,467-99.2% | $430-88.2% |