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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,373 |
WINTRUST INVESTMENTS LLC3 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $20,304 |
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 | $20,899 | $52,293-60.0% | $178,490-88.3% | $73,409-71.5% |
| Participation rate | 89.8% | 65.3%+24.5pp | 81.9%+7.9pp | 72.2%+17.7pp |
| Annual return | 15.97% | 34.75%-18.8pp | 151.07%-135.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $700 | $1,735-59.7% | $5,011-86.0% | $2,234-68.7% |
| Participant deferral / active EE | $2,287 | $2,332-1.9% | $5,202-56.0% | $3,805-39.9% |
| Admin fee / account holder | $165 | $127+29.4% | $13,984-98.8% | $158+4.4% |