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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,172 |
MASSOOD & COMPANY4 years Service code 16 · EIN 22-1757718 | Consulting | $13,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $205,521 | $78,419+162.1% | $133,956+53.4% | $73,409+180.0% |
| Participation rate | 92.3% | 78.6%+13.7pp | 79.8%+12.5pp | 72.2%+20.2pp |
| Annual return | 15.07% | 33.35%-18.3pp | 45.09%-30.0pp | 59.29%-44.2pp |
| Employer contribution / active EE | $10,159 | $2,044+397.1% | $3,919+159.3% | $2,234+354.8% |
| Participant deferral / active EE | $10,399 | $3,925+164.9% | $5,048+106.0% | $3,805+173.3% |
| Admin fee / account holder | $126 | $161-22.1% | $8,927-98.6% | $158-20.4% |