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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,590 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,358 | $111,608+47.3% | $177,821-7.6% | $73,409+123.9% |
| Participation rate | 99.7% | 87.9%+11.8pp | 87.7%+12.0pp | 72.2%+27.5pp |
| Annual return | 12.62% | 18.23%-5.6pp | 48.32%-35.7pp | 59.29%-46.7pp |
| Employer contribution / active EE | $4,389 | $3,796+15.6% | $5,918-25.8% | $2,234+96.5% |
| Participant deferral / active EE | $7,728 | $6,199+24.7% | $7,714+0.2% | $3,805+103.1% |
| Admin fee / account holder | $9 | $166-94.8% | $12,427-99.9% | $158-94.5% |