Filed October 24, 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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,212 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL, LLC Service code 27 · EIN 06-1517948 | Advisory (Plan) | $8,555 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,126 | $61,272-42.7% | $149,673-76.5% | $71,457-50.8% |
| Participation rate | 72.8% | 62.5%+10.3pp | 78.8%-6.0pp | 67.9%+4.9pp |
| Annual return | 13.48% | 35.85%-22.4pp | 134.42%-120.9pp | 28.85%-15.4pp |
| Employer contribution / active EE | $1,613 | $2,378-32.2% | $4,818-66.5% | $2,588-37.7% |
| Participant deferral / active EE | $2,225 | $2,917-23.7% | $5,680-60.8% | $4,289-48.1% |
| Admin fee / account holder | $226 | $1,261-82.1% | $13,210-98.3% | $1,587-85.8% |