Filed February 27, 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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,196 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,402 |
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 | $171,164 | $73,638+132.4% | $95,952+78.4% | $73,488+132.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 17.29% | 16.78%+0.5pp | 91.61%-74.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $5,519 | $1,863+196.2% | $2,541+117.2% | $2,270+143.1% |
| Participant deferral / active EE | $7,555 | $3,617+108.9% | $4,167+81.3% | $3,740+102.0% |
| Admin fee / account holder | $336 | $482-30.2% | $6,795-95.0% | $513-34.4% |