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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,841 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $65,167 | $98,982-34.2% | $162,163-59.8% | $65,1850% |
| Participation rate | 93.3% | 85.8%+7.5pp | 87.6%+5.7pp | 70.2%+23.1pp |
| Annual return | 23.11% | 24.84%-1.7pp | 115.59%-92.5pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,291 | $3,467-62.8% | $5,614-77.0% | $2,177-40.7% |
| Participant deferral / active EE | $5,764 | $5,384+7.1% | $7,298-21.0% | $3,514+64.0% |
| Admin fee / account holder | $208 | $596-65.2% | $10,843-98.1% | $847-75.5% |