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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $169,433 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $45,000 |
FN AMERICA LLC7+ years Service code 21 · EIN 20-2006285 | Bank Trustee | $18,000 |
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 | $142,638 | $185,342-23.0% | $111,297+28.2% | $86,799+64.3% |
| Participation rate | 98.4% | 81.0%+17.4pp | 77.3%+21.1pp | 72.3%+26.1pp |
| Annual return | 13.26% | 500.80%-487.5pp | 54.65%-41.4pp | 97.91%-84.6pp |
| Employer contribution / active EE | $3,830 | $2,246+70.5% | $2,731+40.2% | $2,405+59.2% |
| Participant deferral / active EE | $6,730 | $4,458+50.9% | $4,487+50.0% | $4,131+62.9% |
| Admin fee / account holder | $252 | $255-1.5% | $7,964-96.8% | $170+48.5% |