Filed January 1, 2012 (most recent of 2 filings on file)
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,170 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $78,618 | $70,667+11.3% | $123,104-36.1% | $52,331+50.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 3.93% | 6.23%-2.3pp | 13.22%-9.3pp | 4.54%-0.6pp |
| Employer contribution / active EE | $4,090 | $2,946+38.9% | $5,151-20.6% | $1,882+117.4% |
| Participant deferral / active EE | $3,977 | $4,493-11.5% | $6,230-36.2% | $3,022+31.6% |
| Admin fee / account holder | $26 | $506-94.8% | $9,015-99.7% | $592-95.5% |