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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,642 |
MID ATLANTIC CAPITAL CORPORATION3+ years Filed as: MID ATLANTIC FINANCIAL MANAGEMENT I Service code 27 · EIN 25-1443041 | Advisory (Plan) | $16,758 |
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 | $44,359 | $59,186-25.1% | $76,768-42.2% | $56,287-21.2% |
| Participation rate | 97.9% | 75.2%+22.7pp | 77.0%+21.0pp | 69.9%+28.1pp |
| Annual return | -5.78% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,050 | $1,759+16.6% | $2,485-17.5% | $2,111-2.9% |
| Participant deferral / active EE | $2,538 | $3,255-22.0% | $3,852-34.1% | $3,350-24.2% |
| Admin fee / account holder | $190 | $489-61.2% | $6,675-97.2% | $521-63.6% |