Filed February 11, 2011
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,841 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,669 | $119,446-24.9% | $150,045-40.2% | $85,563+4.8% |
| Participation rate | 43.9% | 75.4%-31.5pp | 82.3%-38.4pp | 66.0%-22.1pp |
| Annual return | 13.94% | 23.72%-9.8pp | 62.55%-48.6pp | 31.51%-17.6pp |
| Employer contribution / active EE | $1,122 | $4,078-72.5% | $4,693-76.1% | $2,654-57.7% |
| Participant deferral / active EE | $4,008 | $7,985-49.8% | $7,997-49.9% | $4,375-8.4% |
| Admin fee / account holder | $183 | $548-66.6% | $13,435-98.6% | $834-78.1% |