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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,949 |
GWN SECURITIES, INC2 years Filed as: GWN SECURITIES INC. Service code 49 · EIN 65-0939556 | Other Services | $11,456 |
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 | $25,080 | $62,928-60.1% | $172,739-85.5% | $67,579-62.9% |
| Participation rate | 39.2% | 64.5%-25.3pp | 82.6%-43.5pp | 71.3%-32.1pp |
| Annual return | 19.51% | 30.36%-10.8pp | 802.84%-783.3pp | 378.56%-359.0pp |
| Employer contribution / active EE | $424 | $1,636-74.1% | $5,143-91.7% | $2,148-80.2% |
| Participant deferral / active EE | $1,044 | $2,145-51.3% | $5,198-79.9% | $3,539-70.5% |
| Admin fee / account holder | $82 | $167-50.8% | $13,954-99.4% | $142-42.4% |