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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,557 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $113,960 | $82,202+38.6% | $125,339-9.1% | $64,808+75.8% |
| Participation rate | 79.6% | 77.9%+1.7pp | 82.4%-2.8pp | 71.5%+8.1pp |
| Annual return | -16.98% | 3.48%-20.5pp | 572.05%-589.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,283 | $3,615-36.8% | $4,814-52.6% | $2,506-8.9% |
| Participant deferral / active EE | $6,488 | $7,175-9.6% | $7,446-12.9% | $4,310+50.5% |
| Admin fee / account holder | $160 | $163-2.0% | $10,010-98.4% | $188-14.8% |