Filed March 9, 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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Service code 49 · EIN 95-3845382 | Other Services | $25,460 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,129 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRICIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $843 |
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 | $48,098 | $37,117+29.6% | $147,614-67.4% | $55,191-12.9% |
| Participation rate | 97.1% | 63.6%+33.5pp | 84.6%+12.4pp | 69.2%+27.9pp |
| Annual return | 1.97% | 3.44%-1.5pp | 61.98%-60.0pp | 10.78%-8.8pp |
| Employer contribution / active EE | $2,248 | $1,620+38.7% | $5,564-59.6% | $1,899+18.4% |
| Participant deferral / active EE | $3,642 | $1,985+83.4% | $4,895-25.6% | $3,046+19.6% |
| Admin fee / account holder | $28 | $86-67.4% | $11,611-99.8% | $91-69.3% |