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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,187 |
WINTRUST INVESTMENTS LLC5 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $29,044 |
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 | $21,565 | $46,292-53.4% | $143,757-85.0% | $64,808-66.7% |
| Participation rate | 91.8% | 64.2%+27.6pp | 80.3%+11.5pp | 71.5%+20.3pp |
| Annual return | -15.34% | -10.05%-5.3pp | -0.04%-15.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $792 | $1,910-58.5% | $4,951-84.0% | $2,506-68.4% |
| Participant deferral / active EE | $3,104 | $2,646+17.3% | $5,637-44.9% | $4,310-28.0% |
| Admin fee / account holder | $191 | $154+24.3% | $14,673-98.7% | $188+1.8% |