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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $180,453 |
INSTITUTIONAL INVESTMENT CONSULTING10+ years Service code 27 · EIN 81-0635433 | Advisory (Plan) | $45,000 |
T R PAUL INC.1 year Filed as: PAUL FAISON S WINBORNE Service code 21 · EIN 20-2006285 | Bank Trustee | $22,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,867 | $88,890+63.0% | $102,423+41.4% | $77,643+86.6% |
| Participation rate | 99.6% | 80.9%+18.7pp | 76.5%+23.1pp | 70.6%+29.0pp |
| Annual return | 13.44% | 24.98%-11.5pp | 29.32%-15.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $4,987 | $2,698+84.9% | $3,023+65.0% | $2,726+83.0% |
| Participant deferral / active EE | $8,449 | $5,145+64.2% | $5,053+67.2% | $4,647+81.8% |
| Admin fee / account holder | $261 | $235+10.8% | $9,451-97.2% | $430-39.4% |