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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,650 |
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 | $184,610 | $129,021+43.1% | $184,203+0.2% | $77,643+137.8% |
| Participation rate | 98.0% | 87.3%+10.7pp | 86.8%+11.2pp | 70.6%+27.4pp |
| Annual return | 13.01% | 33.27%-20.3pp | 28.81%-15.8pp | 31.24%-18.2pp |
| Employer contribution / active EE | $4,701 | $4,413+6.5% | $6,427-26.9% | $2,726+72.5% |
| Participant deferral / active EE | $8,361 | $7,297+14.6% | $9,131-8.4% | $4,647+79.9% |
| Admin fee / account holder | $13 | $254-94.8% | $13,901-99.9% | $430-96.9% |