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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $142,909 |
MONETA GROUP LLC5 years Filed as: MONETA GROUP INVESTMENT Service code 27 · EIN 20-1903821 | Advisory (Plan) | $83,199 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,416 | $50,127+20.5% | $149,673-59.6% | $80,160-24.6% |
| Participation rate | 98.3% | 64.3%+34.0pp | 78.8%+19.5pp | 72.9%+25.4pp |
| Annual return | 18.07% | 29.82%-11.7pp | 134.42%-116.3pp | 40.38%-22.3pp |
| Employer contribution / active EE | $1,925 | $1,865+3.3% | $4,818-60.0% | $2,978-35.3% |
| Participant deferral / active EE | $4,146 | $3,194+29.8% | $5,680-27.0% | $5,017-17.4% |
| Admin fee / account holder | $132 | $153-13.3% | $13,210-99.0% | $145-8.7% |