Filed February 21, 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,580 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $90,389 | $53,412+69.2% | $68,509+31.9% | $52,331+72.7% |
| Participation rate | 99.2% | 71.7%+27.5pp | 74.7%+24.4pp | 68.1%+31.0pp |
| Annual return | 1.87% | 3.42%-1.6pp | 8.27%-6.4pp | 4.54%-2.7pp |
| Employer contribution / active EE | $4,347 | $1,607+170.5% | $2,278+90.8% | $1,882+131.0% |
| Participant deferral / active EE | $6,022 | $2,688+124.1% | $3,382+78.0% | $3,022+99.3% |
| Admin fee / account holder | $58 | $461-87.5% | $5,275-98.9% | $592-90.3% |