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 LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $12,904 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,072 |
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 | $199,779 | $66,124+202.1% | $90,404+121.0% | $73,488+171.9% |
| Participation rate | 99.1% | 69.7%+29.4pp | 72.7%+26.4pp | 70.7%+28.4pp |
| Annual return | 15.42% | 17.65%-2.2pp | 1293.02%-1277.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $9,810 | $2,346+318.1% | $3,262+200.8% | $2,270+332.2% |
| Participant deferral / active EE | $9,571 | $3,039+214.9% | $3,963+141.5% | $3,740+155.9% |
| Admin fee / account holder | $8 | $396-98.1% | $5,611-99.9% | $513-98.5% |