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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,989 |
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 | $37,124 | $51,045-27.3% | $70,515-47.4% | $71,457-48.0% |
| Participation rate | 85.4% | 59.4%+26.0pp | 68.3%+17.0pp | 67.9%+17.5pp |
| Annual return | 22.68% | 42.63%-19.9pp | 32.77%-10.1pp | 28.85%-6.2pp |
| Employer contribution / active EE | $1,045 | $1,790-41.6% | $2,973-64.9% | $2,588-59.6% |
| Participant deferral / active EE | $3,567 | $3,026+17.9% | $4,567-21.9% | $4,289-16.8% |
| Admin fee / account holder | $62 | $1,994-96.9% | $6,412-99.0% | $1,587-96.1% |