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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,136 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $34,988 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,052 | $88,890+1.3% | $102,423-12.1% | $77,643+16.0% |
| Participation rate | 89.9% | 80.9%+9.0pp | 76.5%+13.4pp | 70.6%+19.3pp |
| Annual return | 17.26% | 24.98%-7.7pp | 29.32%-12.1pp | 31.24%-14.0pp |
| Employer contribution / active EE | $2,155 | $2,698-20.1% | $3,023-28.7% | $2,726-21.0% |
| Participant deferral / active EE | $5,027 | $5,145-2.3% | $5,053-0.5% | $4,647+8.2% |
| Admin fee / account holder | $306 | $235+29.9% | $9,451-96.8% | $430-29.0% |