Filed June 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,894 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,717 |
K. HARVEY2+ years Filed as: HARVEY, JIM L. Service code 49 6701 WESTOWN PKWY · W DES MOINES, IA 502667706 | Other Services | $1,946 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,316 | $38,989-27.4% | $117,039-75.8% | $77,958-63.7% |
| Participation rate | 23.1% | 57.0%-33.8pp | 77.2%-54.1pp | 71.6%-48.5pp |
| Annual return | 14.89% | 20.61%-5.7pp | 18.95%-4.1pp | 20.87%-6.0pp |
| Employer contribution / active EE | $0 | $1,026-100.0% | $3,785-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $871 | $1,621-46.2% | $3,929-77.8% | $3,537-75.4% |
| Admin fee / account holder | $110 | $76+45.4% | $5,974-98.2% | $97+12.7% |