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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,428 |
MASSOOD & COMPANY6 years Service code 16 · EIN 22-1757718 | Consulting | $14,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,597 | $71,142+173.5% | $119,609+62.7% | $64,808+200.3% |
| Participation rate | 92.7% | 78.6%+14.1pp | 79.3%+13.5pp | 71.5%+21.3pp |
| Annual return | -16.04% | -10.01%-6.0pp | -14.97%-1.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $10,993 | $2,497+340.2% | $4,232+159.8% | $2,506+338.7% |
| Participant deferral / active EE | $10,907 | $4,490+142.9% | $5,602+94.7% | $4,310+153.0% |
| Admin fee / account holder | $123 | $162-23.9% | $10,323-98.8% | $188-34.3% |