Filed July 18, 2006 (most recent of 2 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 | $36,917 |
TRIAD ADVISORS INC1 year Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $15,365 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,595 | $65,365-14.9% | $92,893-40.2% | $72,985-23.8% |
| Participation rate | 83.5% | 68.3%+15.2pp | 76.0%+7.5pp | 69.5%+14.0pp |
| Annual return | 18.16% | 42.10%-23.9pp | 109.41%-91.3pp | 81.00%-62.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,552 | $3,128+13.5% | $4,236-16.1% | $3,607-1.5% |
| Admin fee / account holder | $373 | $4,251-91.2% | $5,794-93.6% | $5,124-92.7% |