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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,377 |
GWN SECURITIES, INC3 years Filed as: GWN SECURITIES INC. Service code 49 · EIN 65-0939556 | Other Services | $11,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,634 | $52,293-37.6% | $178,490-81.7% | $73,409-55.5% |
| Participation rate | 38.9% | 65.3%-26.4pp | 81.9%-43.0pp | 72.2%-33.2pp |
| Annual return | 14.00% | 34.75%-20.8pp | 151.07%-137.1pp | 59.29%-45.3pp |
| Employer contribution / active EE | $471 | $1,735-72.8% | $5,011-90.6% | $2,234-78.9% |
| Participant deferral / active EE | $1,223 | $2,332-47.6% | $5,202-76.5% | $3,805-67.9% |
| Admin fee / account holder | $87 | $127-31.9% | $13,984-99.4% | $158-45.1% |