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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,537 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $46,861 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,264 | $50,982-21.0% | $154,803-74.0% | $85,563-52.9% |
| Participation rate | 90.4% | 59.8%+30.6pp | 78.1%+12.3pp | 66.0%+24.4pp |
| Annual return | 16.57% | 30.35%-13.8pp | 58.88%-42.3pp | 31.51%-14.9pp |
| Employer contribution / active EE | $1,273 | $1,708-25.5% | $4,305-70.4% | $2,654-52.0% |
| Participant deferral / active EE | $4,296 | $2,474+73.6% | $5,540-22.5% | $4,375-1.8% |
| Admin fee / account holder | $331 | $846-60.9% | $14,329-97.7% | $834-60.4% |