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 |
|---|---|---|
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $10,556 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,817 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $164,481 | $51,620+218.6% | $90,281+82.2% | $65,185+152.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 23.58% | 24.94%-1.4pp | 78.10%-54.5pp | 29.38%-5.8pp |
| Employer contribution / active EE | $9,483 | $2,235+324.4% | $2,854+232.2% | $2,177+335.7% |
| Participant deferral / active EE | $9,204 | $2,871+220.7% | $3,885+136.9% | $3,514+162.0% |
| Admin fee / account holder | $13 | $384-96.6% | $5,351-99.8% | $847-98.5% |