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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,989 |
SUNDVOLD FINANCIAL5+ years Service code 49 · EIN 43-1823054 | Other Services | $10,833 |
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 | $70,204 | $73,404-4.4% | $87,100-19.4% | $67,579+3.9% |
| Participation rate | 92.2% | 80.9%+11.4pp | 76.9%+15.4pp | 71.3%+21.0pp |
| Annual return | 19.73% | 48.29%-28.6pp | 28.19%-8.5pp | 378.56%-358.8pp |
| Employer contribution / active EE | $1,450 | $2,014-28.0% | $2,521-42.5% | $2,148-32.5% |
| Participant deferral / active EE | $2,676 | $3,913-31.6% | $4,049-33.9% | $3,539-24.4% |
| Admin fee / account holder | $45 | $142-67.9% | $7,497-99.4% | $142-68.1% |