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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,721 |
MID ATLANTIC CAPITAL CORPORATION5+ 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 | $61,253 | $73,638-16.8% | $95,952-36.2% | $73,488-16.6% |
| Participation rate | 98.7% | 76.2%+22.5pp | 77.1%+21.6pp | 70.7%+28.0pp |
| Annual return | 12.97% | 16.78%-3.8pp | 91.61%-78.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $2,066 | $1,863+10.9% | $2,541-18.7% | $2,270-9.0% |
| Participant deferral / active EE | $2,487 | $3,617-31.2% | $4,167-40.3% | $3,740-33.5% |
| Admin fee / account holder | $218 | $482-54.7% | $6,795-96.8% | $513-57.4% |