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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,777 |
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 | $198,893 | $71,516+178.1% | $98,439+102.0% | $71,457+178.3% |
| Participation rate | 81.2% | 72.7%+8.5pp | 75.2%+6.0pp | 67.9%+13.3pp |
| Annual return | 15.66% | 32.41%-16.8pp | 21.16%-5.5pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,745 | $2,399-27.3% | $3,048-42.8% | $2,588-32.6% |
| Participant deferral / active EE | $4,569 | $4,109+11.2% | $4,738-3.6% | $4,289+6.5% |
| Admin fee / account holder | $36 | $1,675-97.8% | $8,948-99.6% | $1,587-97.7% |