Filed July 25, 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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $175,999 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $40,638 |
FN AMERICA LLC5+ years Service code 21 · EIN 20-2006285 | Bank Trustee | $18,593 |
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 | $132,048 | $73,404+79.9% | $87,100+51.6% | $67,579+95.4% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.9%+21.1pp | 71.3%+26.7pp |
| Annual return | 19.72% | 48.29%-28.6pp | 28.19%-8.5pp | 378.56%-358.8pp |
| Employer contribution / active EE | $3,643 | $2,014+80.9% | $2,521+44.5% | $2,148+69.6% |
| Participant deferral / active EE | $5,957 | $3,913+52.3% | $4,049+47.1% | $3,539+68.3% |
| Admin fee / account holder | $294 | $142+107.5% | $7,497-96.1% | $142+106.5% |