Filed March 13, 2019 (most recent of 3 filings on file)
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 | $147,460 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $68,521 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,328 | $88,982+58.8% | $102,438+38.0% | $77,671+82.0% |
| Participation rate | 99.5% | 80.9%+18.5pp | 76.5%+23.0pp | 70.6%+28.9pp |
| Annual return | 11.94% | 25.01%-13.1pp | 29.37%-17.4pp | 31.21%-19.3pp |
| Employer contribution / active EE | $4,346 | $2,698+61.1% | $3,024+43.7% | $2,726+59.4% |
| Participant deferral / active EE | $7,555 | $5,144+46.9% | $5,054+49.5% | $4,648+62.5% |
| Admin fee / account holder | $312 | $236+32.6% | $9,448-96.7% | $430-27.4% |