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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,487 |
WILSHIRE ASSOCIATES INCORPORATED6+ years 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 | $70,572 | $136,307-48.2% | $177,821-60.3% | $73,488-4.0% |
| Participation rate | 93.4% | 86.1%+7.3pp | 87.7%+5.7pp | 70.7%+22.7pp |
| Annual return | 10.53% | 18.68%-8.1pp | 48.32%-37.8pp | 28.51%-18.0pp |
| Employer contribution / active EE | $1,458 | $3,712-60.7% | $5,918-75.4% | $2,270-35.8% |
| Participant deferral / active EE | $6,000 | $5,829+2.9% | $7,714-22.2% | $3,740+60.5% |
| Admin fee / account holder | $207 | $596-65.2% | $12,427-98.3% | $513-59.6% |