Filed April 8, 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 7-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 |
|---|---|---|
ACTUARIAL PENSION ANALYSTS, INC.1+ years Filed as: ACTUARIAL PENSION ANALYSTS INC Service code 49 · EIN 16-1316349 | Other Services | $6,297 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,132 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $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 | $34,456 | $43,550-20.9% | $63,517-45.8% | $52,331-34.2% |
| Participation rate | 86.0% | 65.7%+20.3pp | 71.0%+15.0pp | 68.1%+17.9pp |
| Annual return | 1.03% | 2.03%-1.0pp | -70.30%+71.3pp | 4.54%-3.5pp |
| Employer contribution / active EE | $639 | $1,351-52.7% | $2,322-72.5% | $1,882-66.0% |
| Participant deferral / active EE | $1,562 | $2,254-30.7% | $2,953-47.1% | $3,022-48.3% |
| Admin fee / account holder | $26 | $387-93.3% | $5,892-99.6% | $592-95.6% |