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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,464 |
W ENTERPRISES INC4+ years Service code 49 · EIN 59-2115859 | Other Services | $4,780 |
Filed as: SIGNATOR INSURANCE AGENCY INC Service code 49 · EIN 04-3283827 | Other Services | $3,186 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,254 | $33,780+25.1% | $74,550-43.3% | $75,289-43.9% |
| Participation rate | 35.4% | 62.7%-27.3pp | 69.1%-33.8pp | 72.4%-37.1pp |
| Annual return | -7.13% | -1.24%-5.9pp | 32.53%-39.7pp | -0.04%-7.1pp |
| Employer contribution / active EE | $368 | $845-56.5% | $1,961-81.2% | $2,405-84.7% |
| Participant deferral / active EE | $1,049 | $1,890-44.5% | $3,108-66.3% | $3,739-71.9% |
| Admin fee / account holder | $52 | $86-39.5% | $5,060-99.0% | $102-48.9% |