Filed June 14, 2006
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 | $10,249 |
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 | $45,198 | $60,776-25.6% | $85,682-47.2% | $79,386-43.1% |
| Participation rate | 90.6% | 62.1%+28.5pp | 69.9%+20.7pp | 70.7%+19.9pp |
| Annual return | 12.92% | 16.57%-3.6pp | 21.49%-8.6pp | 116.85%-103.9pp |
| Employer contribution / active EE | $950 | $1,663-42.9% | $2,618-63.7% | $2,427-60.9% |
| Participant deferral / active EE | $3,963 | $2,919+35.8% | $3,923+1.0% | $4,046-2.0% |
| Admin fee / account holder | $54 | $438-87.7% | $6,873-99.2% | $626-91.4% |