Filed January 31, 2006 (most recent of 4 filings on file)
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 | $100,052 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $12,500 |
PRINTING PARTNERS1 year Service code 14 · EIN 35-1769674 | Plan Administrator | $5,637 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,036 | $47,634-83.1% | $90,404-91.1% | $90,288-91.1% |
| Participation rate | 86.5% | 67.5%+19.0pp | 72.7%+13.8pp | 73.4%+13.1pp |
| Annual return | 16.64% | 19.61%-3.0pp | 1293.02%-1276.4pp | 53.97%-37.3pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,262-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,149 | $2,824-59.3% | $3,963-71.0% | $4,232-72.8% |
| Admin fee / account holder | $44 | $106-58.1% | $5,611-99.2% | $114-61.0% |