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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,373 |
TRIAD ADVISORS INC3 years Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $18,401 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,708 | $78,672-10.1% | $109,143-35.2% | $85,850-17.6% |
| Participation rate | 75.0% | 68.3%+6.7pp | 75.9%-0.9pp | 69.3%+5.7pp |
| Annual return | 10.28% | 25.09%-14.8pp | 25.75%-15.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,165 | $3,467-8.7% | $4,653-32.0% | $3,952-19.9% |
| Admin fee / account holder | $476 | $5,469-91.3% | $6,752-92.9% | $6,260-92.4% |