Filed April 5, 2007
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,164 |
GWN SECURITIES, INC1 year Filed as: GWN SECURITIES INC Service code 49 · EIN 65-0939556 | Other Services | $8,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,178 | $46,173-58.5% | $170,442-88.7% | $69,631-72.5% |
| Participation rate | 50.9% | 63.9%-13.0pp | 83.6%-32.7pp | 70.7%-19.8pp |
| Annual return | 16.92% | 21.62%-4.7pp | 205.93%-189.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $327 | $1,610-79.7% | $5,433-94.0% | $2,032-83.9% |
| Participant deferral / active EE | $838 | $2,080-59.7% | $4,939-83.0% | $3,224-74.0% |
| Admin fee / account holder | $60 | $116-48.6% | $13,880-99.6% | $110-46.0% |