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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,183 |
H BECK INC1 year Service code 27 · EIN 52-1321340 | Advisory (Plan) | $22,147 |
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.
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 | $26,204 | $88,515-70.4% | $162,163-83.8% | $67,579-61.2% |
| Participation rate | 91.8% | 86.8%+5.0pp | 87.6%+4.3pp | 71.3%+20.5pp |
| Annual return | 8.84% | 27.04%-18.2pp | 115.59%-106.8pp | 378.56%-369.7pp |
| Employer contribution / active EE | $1,616 | $3,563-54.6% | $5,614-71.2% | $2,148-24.7% |
| Participant deferral / active EE | $3,254 | $5,724-43.1% | $7,298-55.4% | $3,539-8.1% |
| Admin fee / account holder | $205 | $124+66.1% | $10,843-98.1% | $142+44.4% |