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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,608 |
VALMARK ADVISERS INC3+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $13,384 |
Service code 13 · EIN 31-1424942 | Contract Administrator | $7,018 |
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 | $27,434 | $46,173-40.6% | $170,442-83.9% | $69,631-60.6% |
| Participation rate | 71.9% | 63.9%+8.0pp | 83.6%-11.7pp | 70.7%+1.2pp |
| Annual return | 15.13% | 21.62%-6.5pp | 205.93%-190.8pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,895 | $2,080-8.9% | $4,939-61.6% | $3,224-41.2% |
| Admin fee / account holder | $171 | $116+47.8% | $13,880-98.8% | $110+55.2% |