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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $198,061 |
401(K) ADVISORS INC6+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $66,000 |
FRAZIER & DEETER, LLC2 years Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $27,500 |
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 | $43,133 | $93,223-53.7% | $93,406-53.8% | $93,223-53.7% |
| Participation rate | 52.1% | 74.9%-22.8pp | 66.8%-14.7pp | 74.9%-22.8pp |
| Annual return | 12.74% | 19.29%-6.5pp | 78.05%-65.3pp | 19.29%-6.5pp |
| Employer contribution / active EE | $577 | $2,680-78.5% | $2,075-72.2% | $2,680-78.5% |
| Participant deferral / active EE | $1,582 | $4,563-65.3% | $3,126-49.4% | $4,563-65.3% |
| Admin fee / account holder | $34 | $79-57.3% | $5,230-99.4% | $79-57.3% |