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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,040 |
Service code 49 · EIN 23-7218917 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,484 | $37,196-74.5% | $154,107-93.8% | $55,725-83.0% |
| Participation rate | 95.9% | 64.1%+31.8pp | 83.0%+12.8pp | 70.9%+25.0pp |
| Annual return | -10.66% | 1319.68%-1330.3pp | 735.12%-745.8pp | 244.93%-255.6pp |
| Employer contribution / active EE | $1,041 | $1,614-35.5% | $5,298-80.3% | $2,078-49.9% |
| Participant deferral / active EE | $797 | $2,068-61.5% | $5,081-84.3% | $3,356-76.3% |
| Admin fee / account holder | $4 | $102-95.9% | $13,411-100.0% | $115-96.4% |