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 | $60,600 |
Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $15,575 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,985 | $56,485-64.6% | $185,823-89.2% | $86,799-77.0% |
| Participation rate | 99.1% | 65.5%+33.6pp | 81.7%+17.4pp | 72.3%+26.8pp |
| Annual return | 12.27% | 118.04%-105.8pp | 122.05%-109.8pp | 97.91%-85.6pp |
| Employer contribution / active EE | $1,367 | $1,843-25.8% | $5,167-73.5% | $2,405-43.2% |
| Participant deferral / active EE | $1,349 | $2,553-47.2% | $5,568-75.8% | $4,131-67.4% |
| Admin fee / account holder | $180 | $150+20.1% | $16,237-98.9% | $170+6.0% |