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 |
|---|---|---|
SUNDVOLD FINANCIAL2 years Filed as: SUNDVOLD FINANCIAL LLC Service code 49 · EIN 43-1823054 | Other Services | $39,243 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,592 | $72,254-10.6% | $86,677-25.5% | $64,808-0.3% |
| Participation rate | 78.3% | 80.4%-2.1pp | 76.6%+1.8pp | 71.5%+6.9pp |
| Annual return | -13.99% | 392.42%-406.4pp | 35.91%-49.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,390 | $2,393-41.9% | $2,836-51.0% | $2,506-44.5% |
| Participant deferral / active EE | $2,354 | $4,658-49.5% | $4,656-49.4% | $4,310-45.4% |
| Admin fee / account holder | $42 | $174-75.7% | $7,493-99.4% | $188-77.5% |