Filed January 17, 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,185 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $28,550 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $6,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,526 | $104,919-52.8% | $116,228-57.4% | $85,563-42.1% |
| Participation rate | 71.0% | 78.6%-7.7pp | 74.6%-3.6pp | 66.0%+5.0pp |
| Annual return | 12.33% | 15.38%-3.1pp | 90.06%-77.7pp | 31.51%-19.2pp |
| Employer contribution / active EE | $1,293 | $3,485-62.9% | $2,994-56.8% | $2,654-51.3% |
| Participant deferral / active EE | $3,654 | $5,306-31.1% | $4,953-26.2% | $4,375-16.5% |
| Admin fee / account holder | $220 | $429-48.7% | $11,989-98.2% | $834-73.6% |