Filed October 24, 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,162 |
Filed as: SIGNATOR INSURANCE AGENCY INC Service code 49 · EIN 04-3283827 | Other Services | $7,024 |
Filed as: SIGNATOR INVESTORS INC Service code 49 · EIN 04-2442399 | Other Services | $7,019 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,466 | $37,196-15.4% | $154,107-79.6% | $55,725-43.5% |
| Participation rate | 66.0% | 64.1%+1.9pp | 83.0%-17.1pp | 70.9%-4.9pp |
| Annual return | 10.57% | 1319.68%-1309.1pp | 735.12%-724.6pp | 244.93%-234.4pp |
| Employer contribution / active EE | $622 | $1,614-61.5% | $5,298-88.3% | $2,078-70.1% |
| Participant deferral / active EE | $2,727 | $2,068+31.9% | $5,081-46.3% | $3,356-18.7% |
| Admin fee / account holder | $192 | $102+88.9% | $13,411-98.6% | $115+66.7% |