Filed April 25, 2003
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 | $191,089 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $76,203 |
MORNINGSTAR2 years 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 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,665 | $91,372-0.8% | $129,995-30.3% | $74,419+21.8% |
| Participation rate | 97.2% | 77.8%+19.4pp | 78.5%+18.7pp | 70.7%+26.4pp |
| Annual return | 14.42% | 23.21%-8.8pp | -137.18%+151.6pp | 34.38%-20.0pp |
| Employer contribution / active EE | $3,575 | $2,563+39.5% | $4,320-17.2% | $2,637+35.6% |
| Participant deferral / active EE | $7,033 | $4,721+49.0% | $5,820+20.8% | $4,528+55.3% |
| Admin fee / account holder | $242 | $283-14.6% | $10,614-97.7% | $348-30.4% |