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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,133 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA ADVISORS, LLC Service code 99 | Other Fees | $0 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 49 · EIN 13-4071393 | Other Services | $0 |
PENSION WORKS, INC.6+ years Service code 99 · EIN 03-0359635 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,313 | $73,638+75.6% | $95,952+34.8% | $73,488+76.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 14.65% | 16.78%-2.1pp | 91.61%-77.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $9,465 | $1,863+408.0% | $2,541+272.5% | $2,270+317.0% |
| Participant deferral / active EE | $9,167 | $3,617+153.5% | $4,167+120.0% | $3,740+145.1% |
| Admin fee / account holder | $486 | $482+0.8% | $6,795-92.8% | $513-5.2% |