Filed October 18, 2004 (most recent of 2 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,761 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $67,584 | $74,089-8.8% | $133,980-49.6% | $55,167+22.5% |
| Participation rate | 87.3% | 84.3%+3.0pp | 87.1%+0.3pp | 69.0%+18.3pp |
| Annual return | 19.24% | 12.11%+7.1pp | 29.30%-10.1pp | 169.23%-150.0pp |
| Employer contribution / active EE | $803 | $3,064-73.8% | $5,211-84.6% | $1,963-59.1% |
| Participant deferral / active EE | $4,628 | $4,678-1.1% | $6,282-26.3% | $3,054+51.5% |
| Admin fee / account holder | $64 | $458-85.9% | $9,324-99.3% | $504-87.2% |