Filed January 4, 2005
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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,752 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,896 | $100,801+16.0% | $149,696-21.9% | $73,409+59.2% |
| Participation rate | 87.8% | 77.7%+10.1pp | 82.5%+5.3pp | 72.2%+15.6pp |
| Annual return | 16.78% | 265.34%-248.6pp | 276.60%-259.8pp | 59.29%-42.5pp |
| Employer contribution / active EE | $2,827 | $3,312-14.6% | $4,644-39.1% | $2,234+26.6% |
| Participant deferral / active EE | $6,131 | $6,404-4.3% | $6,842-10.4% | $3,805+61.1% |
| Admin fee / account holder | $110 | $181-38.9% | $9,309-98.8% | $158-30.0% |