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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,221 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $147,101 | $88,515+66.2% | $162,163-9.3% | $67,579+117.7% |
| Participation rate | 99.7% | 86.8%+12.9pp | 87.6%+12.1pp | 71.3%+28.4pp |
| Annual return | 20.90% | 27.04%-6.1pp | 115.59%-94.7pp | 378.56%-357.7pp |
| Employer contribution / active EE | $4,339 | $3,563+21.8% | $5,614-22.7% | $2,148+102.0% |
| Participant deferral / active EE | $7,164 | $5,724+25.2% | $7,298-1.8% | $3,539+102.4% |
| Admin fee / account holder | $10 | $124-91.7% | $10,843-99.9% | $142-92.8% |