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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,840 |
VALMARK ADVISERS INC4+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $13,059 |
Service code 13 · EIN 31-1424942 | Contract Administrator | $6,133 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,359 | $37,196-39.9% | $154,107-85.5% | $55,725-59.9% |
| Participation rate | 72.6% | 64.1%+8.5pp | 83.0%-10.5pp | 70.9%+1.7pp |
| Annual return | -6.06% | 1319.68%-1325.7pp | 735.12%-741.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,900 | $2,068-8.2% | $5,081-62.6% | $3,356-43.4% |
| Admin fee / account holder | $197 | $102+93.4% | $13,411-98.5% | $115+70.6% |