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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,496 |
Service code 13 · EIN 90-0451904 | Contract Administrator | $7,971 |
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 | $44,602 | $54,517-18.2% | $75,972-41.3% | $74,495-40.1% |
| Participation rate | 86.0% | 60.3%+25.7pp | 69.1%+17.0pp | 67.2%+18.8pp |
| Annual return | 14.82% | 31.82%-17.0pp | 359.55%-344.7pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,370 | $1,777-22.9% | $2,685-49.0% | $2,623-47.8% |
| Participant deferral / active EE | $3,840 | $3,066+25.3% | $4,255-9.8% | $4,346-11.6% |
| Admin fee / account holder | $90 | $2,229-96.0% | $6,467-98.6% | $1,942-95.4% |