Filed June 29, 2000
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,380 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $121,068 | $80,005+51.3% | $140,016-13.5% | $55,725+117.3% |
| Participation rate | 98.6% | 87.0%+11.6pp | 87.5%+11.1pp | 70.9%+27.7pp |
| Annual return | -5.21% | 0.46%-5.7pp | 651.12%-656.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $3,790 | $3,403+11.4% | $5,606-32.4% | $2,078+82.4% |
| Participant deferral / active EE | $6,258 | $5,264+18.9% | $6,927-9.7% | $3,356+86.5% |
| Admin fee / account holder | $6 | $116-94.9% | $10,705-99.9% | $115-94.9% |