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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,626 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,747 | $106,110-26.7% | $147,005-47.1% | $77,671+0.1% |
| Participation rate | 61.7% | 78.4%-16.7pp | 82.2%-20.4pp | 70.6%-8.9pp |
| Annual return | 13.60% | 56.77%-43.2pp | 418.76%-405.2pp | 31.21%-17.6pp |
| Employer contribution / active EE | $1,430 | $4,065-64.8% | $4,934-71.0% | $2,726-47.6% |
| Participant deferral / active EE | $5,302 | $7,992-33.7% | $8,070-34.3% | $4,648+14.1% |
| Admin fee / account holder | $148 | $338-56.0% | $13,006-98.9% | $430-65.5% |