Filed January 6, 2006 (most recent of 2 filings on file)
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $166,126 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $25,235 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $9,999 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,048 | $65,118+19.9% | $76,768+1.7% | $55,725+40.1% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.0%+18.8pp | 70.9%+24.9pp |
| Annual return | -5.17% | -1.27%-3.9pp | 2.43%-7.6pp | 244.93%-250.1pp |
| Employer contribution / active EE | $2,206 | $1,941+13.6% | $2,485-11.2% | $2,078+6.1% |
| Participant deferral / active EE | $6,439 | $3,688+74.6% | $3,852+67.2% | $3,356+91.9% |
| Admin fee / account holder | $205 | $116+77.2% | $6,675-96.9% | $115+78.2% |