Filed May 28, 2008
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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,837 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $37,769 |
MORNINGSTAR2 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,774 | $99,078-22.5% | $96,544-20.5% | $74,419+3.2% |
| Participation rate | 96.1% | 80.7%+15.4pp | 76.0%+20.1pp | 70.7%+25.3pp |
| Annual return | 18.02% | 22.48%-4.5pp | 25.84%-7.8pp | 34.38%-16.4pp |
| Employer contribution / active EE | $2,047 | $2,570-20.3% | $2,965-30.9% | $2,637-22.4% |
| Participant deferral / active EE | $6,192 | $4,933+25.5% | $4,851+27.7% | $4,528+36.8% |
| Admin fee / account holder | $223 | $225-0.8% | $8,252-97.3% | $348-36.0% |