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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,883 |
NEWEDGE ADVISORS LLC1 year Filed as: NEWEDGE ADVISORS Service code 27 · EIN 46-0854203 | Advisory (Plan) | $9,656 |
MID ATLANTIC CAPITAL CORPORATION8+ years Filed as: MID ATLANTIC FINANCIAL MANAGEMENT I Service code 27 · EIN 25-1443041 | Advisory (Plan) | $7,900 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,161 | $104,607-45.4% | $96,544-40.8% | - |
| Participation rate | 93.6% | 76.2%+17.4pp | 76.0%+17.6pp | - |
| Annual return | 11.76% | 9.56%+2.2pp | 25.84%-14.1pp | - |
| Employer contribution / active EE | $2,056 | $2,147-4.2% | $2,965-30.6% | - |
| Participant deferral / active EE | $3,015 | $4,312-30.1% | $4,851-37.9% | - |
| Admin fee / account holder | $221 | $45,340-99.5% | $8,252-97.3% | - |