Filed December 3, 2005 (most recent of 2 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,578 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $14,000 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $12,966 |
SADILEK, KIRK A.3+ years Service code 49 · EIN 47-8969248 | Other Services | $4,263 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $53,195 | $57,976-8.2% | $62,995-15.6% | $62,292-14.6% |
| Participation rate | 94.6% | 75.9%+18.6pp | 74.8%+19.8pp | 69.5%+25.0pp |
| Annual return | 16.31% | 17.54%-1.2pp | 87.57%-71.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $2,794 | $2,415+15.7% | $2,759+1.3% | $2,042+36.8% |
| Participant deferral / active EE | $4,100 | $2,956+38.7% | $3,329+23.1% | $3,169+29.4% |
| Admin fee / account holder | $69 | $276-75.2% | $3,600-98.1% | $479-85.7% |