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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,639 |
SILVERSTONE ASSET MANAGEMENT INC3+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $13,076 |
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 | $24,408 | $79,523-69.3% | $140,016-82.6% | $56,287-56.6% |
| Participation rate | 90.8% | 85.7%+5.1pp | 87.5%+3.3pp | 69.9%+20.9pp |
| Annual return | 11.82% | 2.39%+9.4pp | 651.12%-639.3pp | -9.96%+21.8pp |
| Employer contribution / active EE | $1,591 | $3,350-52.5% | $5,606-71.6% | $2,111-24.7% |
| Participant deferral / active EE | $3,515 | $5,129-31.5% | $6,927-49.3% | $3,350+4.9% |
| Admin fee / account holder | $198 | $614-67.8% | $10,705-98.2% | $521-62.0% |