Filed January 6, 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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,298 |
WINTRUST INVESTMENTS LLC2 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $18,048 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,470 | $62,928-72.2% | $172,739-89.9% | $67,579-74.1% |
| Participation rate | 90.5% | 64.5%+26.0pp | 82.6%+7.9pp | 71.3%+19.2pp |
| Annual return | 23.79% | 30.36%-6.6pp | 802.84%-779.1pp | 378.56%-354.8pp |
| Employer contribution / active EE | $577 | $1,636-64.7% | $5,143-88.8% | $2,148-73.1% |
| Participant deferral / active EE | $1,874 | $2,145-12.6% | $5,198-63.9% | $3,539-47.1% |
| Admin fee / account holder | $159 | $167-4.8% | $13,954-98.9% | $142+11.5% |