Filed July 18, 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,868 |
SILVERSTONE ASSET MANAGEMENT INC2+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $9,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,955 | $89,739-76.6% | $149,718-86.0% | $62,292-66.4% |
| Participation rate | 87.4% | 85.1%+2.3pp | 87.1%+0.4pp | 69.5%+17.9pp |
| Annual return | 13.90% | 21.01%-7.1pp | 1501.63%-1487.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,395 | $3,233-56.9% | $5,445-74.4% | $2,042-31.7% |
| Participant deferral / active EE | $3,180 | $4,797-33.7% | $6,569-51.6% | $3,169+0.3% |
| Admin fee / account holder | $179 | $551-67.6% | $11,283-98.4% | $479-62.7% |