Filed August 18, 2005 (most recent of 3 filings on file)
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $141,941 |
401(K) ADVISORS INC1+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $91,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,729 | $67,505-32.3% | $63,412-27.9% | $67,505-32.3% |
| Participation rate | 42.3% | 71.2%-28.9pp | 67.1%-24.8pp | 71.2%-28.9pp |
| Annual return | 1.17% | 6.52%-5.4pp | 4.04%-2.9pp | 6.52%-5.4pp |
| Employer contribution / active EE | $470 | $2,173-78.4% | $1,814-74.1% | $2,173-78.4% |
| Participant deferral / active EE | $1,264 | $3,597-64.9% | $2,496-49.3% | $3,597-64.9% |
| Admin fee / account holder | $43 | $56-24.2% | $3,753-98.9% | $56-24.2% |