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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $141,318 |
MONETA GROUP LLC4 years Filed as: MONETA GROUP INVESTMENT Service code 27 · EIN 20-1903821 | Advisory (Plan) | $84,664 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,246 | $45,000+16.1% | $143,757-63.7% | $77,904-32.9% |
| Participation rate | 98.3% | 66.8%+31.5pp | 80.3%+18.0pp | 73.7%+24.6pp |
| Annual return | -15.54% | 29.03%-44.6pp | -0.04%-15.5pp | 12.21%-27.7pp |
| Employer contribution / active EE | $7 | $1,870-99.6% | $4,951-99.9% | $2,848-99.7% |
| Participant deferral / active EE | $3,955 | $3,157+25.3% | $5,637-29.8% | $4,806-17.7% |
| Admin fee / account holder | $138 | $98+40.1% | $14,673-99.1% | $133+4.0% |