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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $169,873 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $44,487 |
FN AMERICA LLC1 year Filed as: FN AMERICA, LLC Service code 10 · EIN 20-2006285 | Accounting | $9,545 |
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 | $137,768 | $79,519+73.3% | $95,952+43.6% | $73,409+87.7% |
| Participation rate | 98.3% | 81.2%+17.1pp | 77.1%+21.2pp | 72.2%+26.1pp |
| Annual return | 14.85% | 19.20%-4.3pp | 91.61%-76.8pp | 59.29%-44.4pp |
| Employer contribution / active EE | $3,755 | $2,048+83.4% | $2,541+47.8% | $2,234+68.1% |
| Participant deferral / active EE | $6,478 | $4,138+56.5% | $4,167+55.5% | $3,805+70.2% |
| Admin fee / account holder | $272 | $184+47.6% | $6,795-96.0% | $158+72.3% |