Filed January 12, 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,120 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $23,227 |
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $9,273 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $74,253 | $99,078-25.1% | $96,544-23.1% | $74,419-0.2% |
| Participation rate | 89.9% | 80.7%+9.3pp | 76.0%+14.0pp | 70.7%+19.2pp |
| Annual return | 17.48% | 22.48%-5.0pp | 25.84%-8.4pp | 34.38%-16.9pp |
| Employer contribution / active EE | $2,124 | $2,570-17.4% | $2,965-28.4% | $2,637-19.5% |
| Participant deferral / active EE | $4,878 | $4,933-1.1% | $4,851+0.6% | $4,528+7.7% |
| Admin fee / account holder | $278 | $225+23.9% | $8,252-96.6% | $348-20.0% |