Filed December 1, 2005
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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,129 |
Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $5,797 |
Service code 49 · EIN 23-7218917 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,344 | $52,293-19.0% | $178,490-76.3% | $73,409-42.3% |
| Participation rate | 98.5% | 65.3%+33.2pp | 81.9%+16.6pp | 72.2%+26.4pp |
| Annual return | 14.98% | 34.75%-19.8pp | 151.07%-136.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,723 | $1,735-0.7% | $5,011-65.6% | $2,234-22.9% |
| Participant deferral / active EE | $3,587 | $2,332+53.8% | $5,202-31.0% | $3,805-5.7% |
| Admin fee / account holder | $103 | $127-19.3% | $13,984-99.3% | $158-34.9% |