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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,360 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,145 | $46,173-80.2% | $170,442-94.6% | $69,631-86.9% |
| Participation rate | 98.8% | 63.9%+34.9pp | 83.6%+15.2pp | 70.7%+28.1pp |
| Annual return | 15.84% | 21.62%-5.8pp | 205.93%-190.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $967 | $1,610-39.9% | $5,433-82.2% | $2,032-52.4% |
| Participant deferral / active EE | $808 | $2,080-61.2% | $4,939-83.6% | $3,224-74.9% |
| Admin fee / account holder | $3 | $116-97.7% | $13,880-100.0% | $110-97.5% |