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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,456 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Direct payment from the plan; Securit... | $22,558 |
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 | $270,522 | $111,491+142.6% | $189,513+42.7% | $86,799+211.7% |
| Participation rate | 99.7% | 87.3%+12.3pp | 87.8%+11.8pp | 72.3%+27.4pp |
| Annual return | 18.41% | 83.50%-65.1pp | 555.15%-536.7pp | 97.91%-79.5pp |
| Employer contribution / active EE | $10,471 | $3,951+165.0% | $6,162+69.9% | $2,405+335.3% |
| Participant deferral / active EE | $10,830 | $6,437+68.3% | $8,221+31.7% | $4,131+162.2% |
| Admin fee / account holder | $33 | $189-82.6% | $12,045-99.7% | $170-80.6% |