Filed January 23, 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,214 |
MASSOOD & COMPANY2 years Service code 16 · EIN 22-1757718 | Consulting | $19,148 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $133,269 | $62,267+114.0% | $110,238+20.9% | $55,725+139.2% |
| Participation rate | 93.4% | 78.1%+15.3pp | 79.8%+13.6pp | 70.9%+22.5pp |
| Annual return | -5.99% | -1.07%-4.9pp | 314.74%-320.7pp | 244.93%-250.9pp |
| Employer contribution / active EE | $8,928 | $1,941+359.9% | $3,826+133.3% | $2,078+329.6% |
| Participant deferral / active EE | $9,291 | $3,516+164.3% | $4,672+98.9% | $3,356+176.9% |
| Admin fee / account holder | $135 | $121+12.0% | $8,547-98.4% | $115+17.5% |