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 LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $14,803 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,664 |
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 | $243,697 | $63,745+282.3% | $98,442+147.6% | $79,386+207.0% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 16.77% | 625.80%-609.0pp | 1492.73%-1476.0pp | 116.85%-100.1pp |
| Employer contribution / active EE | $11,660 | $2,557+356.0% | $2,960+294.0% | $2,427+380.4% |
| Participant deferral / active EE | $11,090 | $3,303+235.7% | $4,276+159.3% | $4,046+174.1% |
| Admin fee / account holder | $12 | $516-97.7% | $5,949-99.8% | $626-98.1% |