Filed January 17, 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,925 |
SUNDVOLD FINANCIAL4+ years Service code 49 · EIN 43-1823054 | Other Services | $9,248 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,348 | $65,118-10.4% | $76,768-24.0% | $55,725+4.7% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.0%+18.8pp | 70.9%+24.9pp |
| Annual return | -5.79% | -1.27%-4.5pp | 2.43%-8.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,423 | $1,941-26.7% | $2,485-42.8% | $2,078-31.5% |
| Participant deferral / active EE | $2,698 | $3,688-26.9% | $3,852-30.0% | $3,356-19.6% |
| Admin fee / account holder | $32 | $116-72.0% | $6,675-99.5% | $115-71.9% |