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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,166 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $74,902 | $89,739-16.5% | $149,718-50.0% | $62,292+20.2% |
| Participation rate | 89.2% | 85.1%+4.1pp | 87.1%+2.1pp | 69.5%+19.7pp |
| Annual return | 19.40% | 21.01%-1.6pp | 1501.63%-1482.2pp | 28.90%-9.5pp |
| Employer contribution / active EE | $1,013 | $3,233-68.7% | $5,445-81.4% | $2,042-50.4% |
| Participant deferral / active EE | $5,202 | $4,797+8.4% | $6,569-20.8% | $3,169+64.1% |
| Admin fee / account holder | $17 | $551-96.9% | $11,283-99.8% | $479-96.4% |