Filed June 14, 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,086 |
W ENTERPRISES INC1+ years Service code 49 · EIN 59-2115859 | Other Services | $4,484 |
OLSON MOBECK INVESTMENT ADVISORS1+ years Filed as: OLSON, ROBERT L. Service code 49 4745 SUTTON PARK COURT · JACKSONVILLE, FL 32224 | Other Services | $2,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,619 | $31,810+18.3% | $64,105-41.3% | $59,188-36.4% |
| Participation rate | 30.7% | 57.7%-27.0pp | 68.2%-37.4pp | 69.4%-38.7pp |
| Annual return | 0.48% | 9.41%-8.9pp | 791.24%-790.8pp | 5.51%-5.0pp |
| Employer contribution / active EE | $282 | $659-57.3% | $1,820-84.5% | $2,098-86.6% |
| Participant deferral / active EE | $828 | $1,582-47.7% | $2,822-70.6% | $3,265-74.6% |
| Admin fee / account holder | $49 | $57-13.1% | $4,499-98.9% | $92-46.4% |