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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,689 |
SUNDVOLD FINANCIAL6+ years Service code 49 · EIN 43-1823054 | Other Services | $12,054 |
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 | $78,287 | $79,519-1.5% | $95,952-18.4% | $73,409+6.6% |
| Participation rate | 89.6% | 81.2%+8.4pp | 77.1%+12.5pp | 72.2%+17.4pp |
| Annual return | 12.44% | 19.20%-6.8pp | 91.61%-79.2pp | 59.29%-46.9pp |
| Employer contribution / active EE | $1,543 | $2,048-24.7% | $2,541-39.3% | $2,234-30.9% |
| Participant deferral / active EE | $2,872 | $4,138-30.6% | $4,167-31.1% | $3,805-24.5% |
| Admin fee / account holder | $31 | $184-83.1% | $6,795-99.5% | $158-80.3% |