Filed August 5, 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 |
|---|---|---|
GREATBANC TRUST COMPANY2 years Filed as: GREATBANC Service code 24 · EIN 75-6769709 | Discretionary Trustee | $20,035 |
GREATBANC TRUST COMPANY1 year Filed as: GREAT BANC Service code 20 · EIN 75-6769709 | Trustee (individual); Direct payment ... | $15,000 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 14 · EIN 42-0127290 | Plan Administrator | $12,472 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $529,153 | $64,119+725.3% | $112,228+371.5% | $66,914+690.8% |
| Participation rate | 99.1% | 68.5%+30.6pp | 75.1%+24.0pp | 69.8%+29.3pp |
| Annual return | 13.26% | -13.81%+27.1pp | 27.45%-14.2pp | 1.58%+11.7pp |
| Employer contribution / active EE | $15,429 | $3,005+413.4% | $3,635+324.5% | $2,544+506.4% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $423 | $625-32.3% | $6,410-93.4% | $593-28.7% |