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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,351 |
SUNDVOLD FINANCIAL3 years Filed as: SUNDVOLD FINANCIAL LLC Service code 49 · EIN 43-1823054 | Other Services | $17,936 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,326 | $99,078-28.0% | $96,544-26.1% | $74,419-4.2% |
| Participation rate | 73.1% | 80.7%-7.6pp | 76.0%-2.9pp | 70.7%+2.4pp |
| Annual return | 13.66% | 22.48%-8.8pp | 25.84%-12.2pp | 34.38%-20.7pp |
| Employer contribution / active EE | $1,515 | $2,570-41.1% | $2,965-48.9% | $2,637-42.6% |
| Participant deferral / active EE | $2,518 | $4,933-49.0% | $4,851-48.1% | $4,528-44.4% |
| Admin fee / account holder | $46 | $225-79.7% | $8,252-99.4% | $348-86.9% |