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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,821 |
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 | $174,033 | $100,227+73.6% | $169,993+2.4% | $74,419+133.9% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.0%+11.1pp | 70.7%+27.4pp |
| Annual return | 16.56% | 66.08%-49.5pp | 53.37%-36.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $4,882 | $4,263+14.5% | $6,785-28.0% | $2,637+85.1% |
| Participant deferral / active EE | $8,543 | $7,143+19.6% | $10,408-17.9% | $4,528+88.7% |
| Admin fee / account holder | $12 | $234-94.7% | $12,815-99.9% | $348-96.4% |