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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $166,461 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $45,000 |
FN AMERICA LLC9+ years Service code 21 · EIN 20-2006285 | Bank Trustee | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,193 | $99,078+29.4% | $96,544+32.8% | $74,419+72.3% |
| Participation rate | 98.0% | 80.7%+17.3pp | 76.0%+22.0pp | 70.7%+27.3pp |
| Annual return | 15.94% | 22.48%-6.5pp | 25.84%-9.9pp | 34.38%-18.4pp |
| Employer contribution / active EE | $4,355 | $2,570+69.5% | $2,965+46.9% | $2,637+65.1% |
| Participant deferral / active EE | $7,281 | $4,933+47.6% | $4,851+50.1% | $4,528+60.8% |
| Admin fee / account holder | $225 | $225+0.3% | $8,252-97.3% | $348-35.2% |