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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,424 |
MID ATLANTIC CAPITAL CORPORATION4+ years Filed as: MID ATLANTIC FINANCIAL MANAGEMENT I Service code 27 · EIN 25-1443041 | Advisory (Plan) | $17,556 |
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 | $50,877 | $73,404-30.7% | $87,100-41.6% | $67,579-24.7% |
| Participation rate | 98.0% | 80.9%+17.2pp | 76.9%+21.2pp | 71.3%+26.8pp |
| Annual return | 19.25% | 48.29%-29.0pp | 28.19%-8.9pp | 378.56%-359.3pp |
| Employer contribution / active EE | $2,003 | $2,014-0.5% | $2,521-20.6% | $2,148-6.7% |
| Participant deferral / active EE | $2,424 | $3,913-38.0% | $4,049-40.1% | $3,539-31.5% |
| Admin fee / account holder | $201 | $142+42.3% | $7,497-97.3% | $142+41.6% |