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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $137,388 |
MONETA GROUP LLC1 year Filed as: MONETA INVESTMENT ADVISO Service code 27 · EIN 20-1903821 | Advisory (Plan) | $85,960 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,375 | $67,512-3.2% | $185,823-64.8% | $93,030-29.7% |
| Participation rate | 98.4% | 67.1%+31.2pp | 81.7%+16.7pp | 73.9%+24.5pp |
| Annual return | 16.05% | 21.04%-5.0pp | 122.05%-106.0pp | 158.70%-142.7pp |
| Employer contribution / active EE | $1,785 | $1,783+0.1% | $5,167-65.4% | $2,706-34.0% |
| Participant deferral / active EE | $3,586 | $3,035+18.1% | $5,568-35.6% | $4,562-21.4% |
| Admin fee / account holder | $136 | $318-57.1% | $16,237-99.2% | $152-10.2% |