Filed July 31, 2006 (most recent of 3 filings on file)
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $146,395 |
MONETA GROUP LLC1 year Filed as: MONETA GROUP INVESTMENT Service code 27 · EIN 20-1903821 | Advisory (Plan) | $74,790 |
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 | $58,762 | $47,456+23.8% | $172,739-66.0% | $77,787-24.5% |
| Participation rate | 95.2% | 66.3%+28.9pp | 82.6%+12.5pp | 73.2%+22.0pp |
| Annual return | 24.40% | 35.57%-11.2pp | 802.84%-778.4pp | 32.57%-8.2pp |
| Employer contribution / active EE | $1,599 | $1,574+1.6% | $5,143-68.9% | $2,504-36.2% |
| Participant deferral / active EE | $3,313 | $2,560+29.4% | $5,198-36.3% | $3,967-16.5% |
| Admin fee / account holder | $157 | $81+94.7% | $13,954-98.9% | $100+57.3% |