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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,981 |
SUNDVOLD FINANCIAL1 year Filed as: SUNDVOLD FINANCIAL LLC Service code 49 · EIN 43-1823054 | Other Services | $13,419 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,357 | $185,342-54.5% | $111,297-24.2% | $86,799-2.8% |
| Participation rate | 85.8% | 81.0%+4.8pp | 77.3%+8.5pp | 72.3%+13.5pp |
| Annual return | 12.92% | 500.80%-487.9pp | 54.65%-41.7pp | 97.91%-85.0pp |
| Employer contribution / active EE | $1,524 | $2,246-32.1% | $2,731-44.2% | $2,405-36.6% |
| Participant deferral / active EE | $2,737 | $4,458-38.6% | $4,487-39.0% | $4,131-33.8% |
| Admin fee / account holder | $46 | $255-82.1% | $7,964-99.4% | $170-73.1% |