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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $219,907 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $86,536 |
MORNINGSTAR3 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,920 | $89,436+10.6% | $164,813-40.0% | $77,643+27.4% |
| Participation rate | 65.4% | 78.6%-13.2pp | 78.6%-13.2pp | 70.6%-5.2pp |
| Annual return | 10.97% | 28.83%-17.9pp | 69.93%-59.0pp | 31.24%-20.3pp |
| Employer contribution / active EE | $2,192 | $2,569-14.7% | $4,341-49.5% | $2,726-19.6% |
| Participant deferral / active EE | $4,577 | $4,897-6.5% | $6,031-24.1% | $4,647-1.5% |
| Admin fee / account holder | $277 | $339-18.4% | $12,690-97.8% | $430-35.7% |