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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $168,714 |
401(K) ADVISORS INC5+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $66,000 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $16,500 |
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 | $52,004 | $82,204-36.7% | $88,538-41.3% | $82,204-36.7% |
| Participation rate | 45.6% | 73.4%-27.8pp | 68.7%-23.2pp | 73.4%-27.8pp |
| Annual return | 20.58% | 26.31%-5.7pp | 43.64%-23.1pp | 26.31%-5.7pp |
| Employer contribution / active EE | $520 | $2,707-80.8% | $2,098-75.2% | $2,707-80.8% |
| Participant deferral / active EE | $1,445 | $4,246-66.0% | $2,914-50.4% | $4,246-66.0% |
| Admin fee / account holder | $42 | $76-44.7% | $4,310-99.0% | $76-44.7% |