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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,037 |
WINTRUST INVESTMENTS LLC6 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $32,617 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,000 | $47,126-46.9% | $149,673-83.3% | $74,419-66.4% |
| Participation rate | 91.1% | 63.4%+27.7pp | 78.8%+12.3pp | 70.7%+20.4pp |
| Annual return | 20.89% | 22.75%-1.9pp | 134.42%-113.5pp | 34.38%-13.5pp |
| Employer contribution / active EE | $824 | $1,905-56.7% | $4,818-82.9% | $2,637-68.7% |
| Participant deferral / active EE | $3,442 | $2,728+26.2% | $5,680-39.4% | $4,528-24.0% |
| Admin fee / account holder | $196 | $343-42.7% | $13,210-98.5% | $348-43.5% |