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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,419 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA ADVISORS, LLC Service code 49 · EIN 13-4071393 | Other Services | $32,319 |
PENSION WORKS, INC.5+ years Service code 99 · EIN 03-0359635 | Other Fees | $10,858 |
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 | $111,608 | $65,376+70.7% | $87,100+28.1% | $65,185+71.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 23.08% | 31.27%-8.2pp | 28.19%-5.1pp | 29.38%-6.3pp |
| Employer contribution / active EE | $8,082 | $1,822+343.5% | $2,521+220.6% | $2,177+271.3% |
| Participant deferral / active EE | $8,069 | $3,388+138.1% | $4,049+99.3% | $3,514+129.6% |
| Admin fee / account holder | $303 | $520-41.8% | $7,497-96.0% | $847-64.3% |