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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,201 |
WINTRUST INVESTMENTS LLC7 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $22,950 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,553 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,567 | $50,815-35.9% | $155,509-79.1% | $77,643-58.1% |
| Participation rate | 89.1% | 63.1%+26.0pp | 78.2%+10.9pp | 70.6%+18.5pp |
| Annual return | 18.47% | 34.80%-16.3pp | 64.67%-46.2pp | 31.24%-12.8pp |
| Employer contribution / active EE | $1,096 | $1,993-45.0% | $4,672-76.5% | $2,726-59.8% |
| Participant deferral / active EE | $4,161 | $2,822+47.4% | $5,626-26.0% | $4,647-10.5% |
| Admin fee / account holder | $266 | $437-39.2% | $15,912-98.3% | $430-38.3% |