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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $172,362 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $57,368 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $15,750 |
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 | $118,392 | $79,519+48.9% | $95,952+23.4% | $73,409+61.3% |
| Participation rate | 96.7% | 81.2%+15.5pp | 77.1%+19.6pp | 72.2%+24.5pp |
| Annual return | 16.86% | 19.20%-2.3pp | 91.61%-74.8pp | 59.29%-42.4pp |
| Employer contribution / active EE | $2,305 | $2,048+12.6% | $2,541-9.3% | $2,234+3.2% |
| Participant deferral / active EE | $7,279 | $4,138+75.9% | $4,167+74.7% | $3,805+91.3% |
| Admin fee / account holder | $231 | $184+25.4% | $6,795-96.6% | $158+46.4% |