Filed July 14, 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 | $149,650 |
RBC WEALTH MANAGEMENT9 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $88,261 |
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 | $229,907 | $87,870+161.6% | $113,168+103.2% | $74,304+209.4% |
| Participation rate | 87.1% | 70.7%+16.3pp | 76.6%+10.5pp | 60.3%+26.7pp |
| Annual return | 14.03% | 26.44%-12.4pp | 24.27%-10.2pp | 29.43%-15.4pp |
| Employer contribution / active EE | $12,126 | $2,277+432.6% | $2,975+307.6% | $2,241+441.1% |
| Participant deferral / active EE | $3,171 | $4,241-25.2% | $5,107-37.9% | $3,767-15.8% |
| Admin fee / account holder | $637 | $3,368-81.1% | $12,068-94.7% | $2,969-78.6% |