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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,011 |
MID ATLANTIC CAPITAL CORPORATION2+ years Filed as: MID ATLANTIC FINANCIAL MANAGEMENT I Service code 27 · EIN 25-1443041 | Advisory (Plan) | $15,960 |
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 | $49,477 | $64,909-23.8% | $82,313-39.9% | $62,292-20.6% |
| Participation rate | 98.8% | 74.9%+23.9pp | 76.9%+21.9pp | 69.5%+29.2pp |
| Annual return | 13.74% | 21.18%-7.4pp | 25.88%-12.1pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,913 | $1,676+14.1% | $2,428-21.2% | $2,042-6.3% |
| Participant deferral / active EE | $2,053 | $3,103-33.9% | $3,706-44.6% | $3,169-35.2% |
| Admin fee / account holder | $186 | $440-57.7% | $5,608-96.7% | $479-61.2% |