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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,043 |
GWN SECURITIES, INC1 year Filed as: GWN SECURITIES INC. Service code 49 · EIN 65-0939556 | Other Services | $10,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,643 | $37,196-47.2% | $154,107-87.3% | $55,725-64.7% |
| Participation rate | 42.3% | 64.1%-21.8pp | 83.0%-40.7pp | 70.9%-28.5pp |
| Annual return | -6.13% | 1319.68%-1325.8pp | 735.12%-741.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $317 | $1,614-80.4% | $5,298-94.0% | $2,078-84.8% |
| Participant deferral / active EE | $862 | $2,068-58.3% | $5,081-83.0% | $3,356-74.3% |
| Admin fee / account holder | $67 | $102-34.4% | $13,411-99.5% | $115-42.2% |