Filed October 18, 2004
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $157,741 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $34,388 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $24,627 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $155,960 | $106,110+47.0% | $147,005+6.1% | $77,671+100.8% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+14.0pp | 70.6%+25.5pp |
| Annual return | 12.34% | 56.77%-44.4pp | 418.76%-406.4pp | 31.21%-18.9pp |
| Employer contribution / active EE | $2,740 | $4,065-32.6% | $4,934-44.5% | $2,726+0.5% |
| Participant deferral / active EE | $9,486 | $7,992+18.7% | $8,070+17.6% | $4,648+104.1% |
| Admin fee / account holder | $346 | $338+2.6% | $13,006-97.3% | $430-19.5% |