Filed September 19, 2006
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,992 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID ATLANTIC FINANCIAL MANAGEMENT I Service code 27 · EIN 25-1443041 | Advisory (Plan) | $14,980 |
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 | $46,476 | $60,165-22.8% | $74,183-37.3% | $55,167-15.8% |
| Participation rate | 99.6% | 74.2%+25.4pp | 76.6%+22.9pp | 69.0%+30.6pp |
| Annual return | 6.58% | 10.00%-3.4pp | 17.74%-11.2pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,969 | $1,600+23.1% | $2,370-16.9% | $1,963+0.3% |
| Participant deferral / active EE | $1,808 | $2,973-39.2% | $3,550-49.1% | $3,054-40.8% |
| Admin fee / account holder | $178 | $419-57.4% | $5,586-96.8% | $504-64.6% |