Filed February 25, 2006
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 5-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,271 |
VALMARK ADVISERS INC2+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $12,068 |
Service code 13 · EIN 31-1424942 | Contract Administrator | $6,018 |
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 | $21,025 | $36,916-43.0% | $156,549-86.6% | $57,658-63.5% |
| Participation rate | 74.9% | 63.4%+11.5pp | 84.0%-9.1pp | 70.2%+4.7pp |
| Annual return | 6.21% | 12.38%-6.2pp | 32.23%-26.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,880 | $1,926-2.4% | $4,871-61.4% | $3,061-38.6% |
| Admin fee / account holder | $82 | $82-0.9% | $13,027-99.4% | $95-13.5% |