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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,212 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,189 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,533 | $76,050+122.9% | $96,544+75.6% | $71,457+137.3% |
| Participation rate | 99.3% | 74.4%+24.9pp | 76.0%+23.4pp | 67.9%+31.4pp |
| Annual return | 17.04% | 22.81%-5.8pp | 25.84%-8.8pp | 28.85%-11.8pp |
| Employer contribution / active EE | $5,779 | $2,244+157.5% | $2,965+94.9% | $2,588+123.3% |
| Participant deferral / active EE | $7,848 | $4,215+86.2% | $4,851+61.8% | $4,289+83.0% |
| Admin fee / account holder | $340 | $2,707-87.4% | $8,252-95.9% | $1,587-78.6% |