Filed April 9, 2008
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 | $38,184 |
Filed as: FIRST INTERSTATE BANK OF COMMERCE Service code 27 · EIN 81-6023169 | Advisory (Plan) | $27,749 |
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 | $62,066 | $80,724-23.1% | $103,333-39.9% | $74,495-16.7% |
| Participation rate | 82.1% | 65.7%+16.4pp | 74.5%+7.5pp | 67.2%+14.9pp |
| Annual return | 15.89% | 27.56%-11.7pp | 24.88%-9.0pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,010 | $3,157-36.3% | $3,868-48.0% | $2,623-23.4% |
| Participant deferral / active EE | $6,428 | $3,860+66.5% | $5,057+27.1% | $4,346+47.9% |
| Admin fee / account holder | $188 | $2,368-92.1% | $8,355-97.7% | $1,942-90.3% |