Filed September 24, 1992
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,825 |
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 | $184,114 | $72,607+153.6% | $90,749+102.9% | $66,914+175.1% |
| Participation rate | 84.3% | 73.7%+10.6pp | 75.7%+8.6pp | 69.8%+14.5pp |
| Annual return | -14.92% | -12.28%-2.6pp | -12.16%-2.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $8,971 | $2,369+278.7% | $2,921+207.1% | $2,544+252.6% |
| Participant deferral / active EE | $5,014 | $3,977+26.1% | $4,564+9.9% | $4,237+18.4% |
| Admin fee / account holder | $59 | $707-91.7% | $8,445-99.3% | $593-90.1% |