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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,037 |
Filed as: WILSHIRE ADVISORS LLC 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 | $126,499 | $86,897+45.6% | $151,611-16.6% | $64,808+95.2% |
| Participation rate | 98.0% | 87.3%+10.7pp | 87.5%+10.5pp | 71.5%+26.5pp |
| Annual return | -14.29% | -3.57%-10.7pp | 3.33%-17.6pp | 32.82%-47.1pp |
| Employer contribution / active EE | $4,260 | $4,010+6.2% | $6,166-30.9% | $2,506+70.0% |
| Participant deferral / active EE | $7,809 | $6,690+16.7% | $8,363-6.6% | $4,310+81.2% |
| Admin fee / account holder | $9 | $153-94.0% | $11,616-99.9% | $188-95.1% |