Filed December 10, 2005
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $151,631 |
TRIAD ADVISORS INC1 year Service code 49 · EIN 65-0173164 | Other Services | $28,932 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,404 | $80,005-60.7% | $140,016-77.6% | $55,725-43.6% |
| Participation rate | 94.3% | 87.0%+7.3pp | 87.5%+6.8pp | 70.9%+23.4pp |
| Annual return | 39.40% | 0.46%+38.9pp | 651.12%-611.7pp | 244.93%-205.5pp |
| Employer contribution / active EE | $2,165 | $3,403-36.4% | $5,606-61.4% | $2,078+4.2% |
| Participant deferral / active EE | $4,145 | $5,264-21.3% | $6,927-40.2% | $3,356+23.5% |
| Admin fee / account holder | $150 | $116+29.7% | $10,705-98.6% | $115+30.2% |