Filed January 23, 2006
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,799 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA ADVISORS, LLC Service code 49 · EIN 13-4071393 | Other Services | $32,167 |
PENSION WORKS, INC.4+ years Service code 99 · EIN 03-0359635 | Other Fees | $10,717 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,324 | $59,186+66.1% | $76,768+28.1% | $56,287+74.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -5.41% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.5pp |
| Employer contribution / active EE | $8,117 | $1,759+361.6% | $2,485+226.6% | $2,111+284.5% |
| Participant deferral / active EE | $7,593 | $3,255+133.3% | $3,852+97.1% | $3,350+126.7% |
| Admin fee / account holder | $353 | $489-27.9% | $6,675-94.7% | $521-32.3% |