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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,699 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Direct payment from the plan; Account... | $17,585 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,790 | $111,608+119.3% | $177,821+37.7% | $73,409+233.5% |
| Participation rate | 99.6% | 87.9%+11.8pp | 87.7%+11.9pp | 72.2%+27.5pp |
| Annual return | 16.76% | 18.23%-1.5pp | 48.32%-31.6pp | 59.29%-42.5pp |
| Employer contribution / active EE | $8,469 | $3,796+123.1% | $5,918+43.1% | $2,234+279.2% |
| Participant deferral / active EE | $10,790 | $6,199+74.1% | $7,714+39.9% | $3,805+183.5% |
| Admin fee / account holder | $28 | $166-83.0% | $12,427-99.8% | $158-82.2% |