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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,795 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,885 | $111,491+58.7% | $189,513-6.7% | $86,799+103.8% |
| Participation rate | 97.2% | 87.3%+9.9pp | 87.8%+9.4pp | 72.3%+25.0pp |
| Annual return | 14.60% | 83.50%-68.9pp | 555.15%-540.5pp | 97.91%-83.3pp |
| Employer contribution / active EE | $4,401 | $3,951+11.4% | $6,162-28.6% | $2,405+83.0% |
| Participant deferral / active EE | $7,679 | $6,437+19.3% | $8,221-6.6% | $4,131+85.9% |
| Admin fee / account holder | $11 | $189-94.2% | $12,045-99.9% | $170-93.6% |