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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $150,682 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE ADVISORS, LLC Service code 49 · EIN 13-4071393 | Other Services | $45,194 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $15,359 |
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 | $140,289 | $84,936+65.2% | $111,297+26.0% | $79,386+76.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 16.14% | 17.45%-1.3pp | 54.65%-38.5pp | 116.85%-100.7pp |
| Employer contribution / active EE | $8,901 | $1,979+349.7% | $2,731+225.9% | $2,427+266.7% |
| Participant deferral / active EE | $8,707 | $3,888+123.9% | $4,487+94.0% | $4,046+115.2% |
| Admin fee / account holder | $366 | $537-31.8% | $7,964-95.4% | $626-41.5% |