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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $167,787 |
TRIAD ADVISORS INC2 years Service code 49 · EIN 65-0173164 | Other Services | $40,365 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $36,404 | $95,776-62.0% | $162,163-77.6% | $77,787-53.2% |
| Participation rate | 95.2% | 88.6%+6.6pp | 87.6%+7.7pp | 73.2%+22.0pp |
| Annual return | 18.93% | 37.03%-18.1pp | 115.59%-96.7pp | 32.57%-13.6pp |
| Employer contribution / active EE | $2,513 | $3,874-35.1% | $5,614-55.2% | $2,504+0.3% |
| Participant deferral / active EE | $4,542 | $6,125-25.8% | $7,298-37.8% | $3,967+14.5% |
| Admin fee / account holder | $151 | $88+72.6% | $10,843-98.6% | $100+51.2% |