Filed February 4, 2006 (most recent of 5 filings on file)
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 |
|---|---|---|
SEROS FINANCIAL LLC1 year Service code 26 · EIN 27-2494553 | Advisory (Participants) | $34,957 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,602 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,501 | $160,882+84.3% | $200,582+47.8% | $102,872+188.2% |
| Participation rate | 99.1% | 91.2%+7.9pp | 86.9%+12.2pp | 73.0%+26.0pp |
| Annual return | 17.93% | 18.15%-0.2pp | 42.33%-24.4pp | 19.06%-1.1pp |
| Employer contribution / active EE | $12,036 | $5,602+114.8% | $6,419+87.5% | $3,526+241.3% |
| Participant deferral / active EE | $10,362 | $9,300+11.4% | $9,331+11.0% | $5,535+87.2% |
| Admin fee / account holder | $23 | $125-81.7% | $16,305-99.9% | $292-92.2% |