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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $166,101 |
401(K) ADVISORS INC4+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $66,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,023 | $68,904-28.9% | $75,826-35.3% | $68,904-28.9% |
| Participation rate | 42.5% | 74.1%-31.6pp | 68.2%-25.7pp | 74.1%-31.6pp |
| Annual return | -5.33% | 1.07%-6.4pp | 1914.15%-1919.5pp | 1.07%-6.4pp |
| Employer contribution / active EE | $520 | $2,540-79.5% | $1,913-72.8% | $2,540-79.5% |
| Participant deferral / active EE | $1,420 | $4,015-64.6% | $2,862-50.4% | $4,015-64.6% |
| Admin fee / account holder | $36 | $71-49.4% | $4,726-99.2% | $71-49.4% |