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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,283 |
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 | $206,090 | $78,485+162.6% | $106,213+94.0% | $74,495+176.7% |
| Participation rate | 89.4% | 72.8%+16.6pp | 75.3%+14.1pp | 67.2%+22.2pp |
| Annual return | 11.60% | 15.95%-4.3pp | 116.14%-104.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $6,378 | $2,523+152.8% | $3,171+101.1% | $2,623+143.2% |
| Participant deferral / active EE | $4,484 | $4,322+3.7% | $5,016-10.6% | $4,346+3.2% |
| Admin fee / account holder | $41 | $2,232-98.2% | $11,033-99.6% | $1,942-97.9% |