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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,594 |
W ENTERPRISES INC7+ years Service code 49 · EIN 59-2115859 | Other Services | $4,303 |
Service code 49 · EIN 93-0987232 | Other Services | $2,869 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,609 | $48,166+30.0% | $96,562-35.2% | $93,030-32.7% |
| Participation rate | 41.2% | 65.1%-23.9pp | 69.8%-28.6pp | 73.9%-32.7pp |
| Annual return | 17.71% | 21.31%-3.6pp | 37.78%-20.1pp | 158.70%-141.0pp |
| Employer contribution / active EE | $481 | $1,070-55.0% | $2,356-79.6% | $2,706-82.2% |
| Participant deferral / active EE | $1,548 | $2,576-39.9% | $3,849-59.8% | $4,562-66.1% |
| Admin fee / account holder | $25 | $110-77.6% | $6,181-99.6% | $152-83.7% |