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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,347 |
WINTRUST INVESTMENTS LLC4 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $28,028 |
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 | $24,407 | $56,485-56.8% | $185,823-86.9% | $86,799-71.9% |
| Participation rate | 93.5% | 65.5%+28.0pp | 81.7%+11.8pp | 72.3%+21.2pp |
| Annual return | 15.65% | 118.04%-102.4pp | 122.05%-106.4pp | 97.91%-82.3pp |
| Employer contribution / active EE | $815 | $1,843-55.8% | $5,167-84.2% | $2,405-66.1% |
| Participant deferral / active EE | $2,873 | $2,553+12.5% | $5,568-48.4% | $4,131-30.5% |
| Admin fee / account holder | $191 | $150+27.4% | $16,237-98.8% | $170+12.4% |