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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,485 |
H BECK INC2 years Service code 27 · EIN 52-1321340 | Advisory (Plan) | $20,000 |
Service code 16 · EIN 75-2866255 | Consulting | $5,900 |
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 | $25,883 | $111,608-76.8% | $177,821-85.4% | $73,409-64.7% |
| Participation rate | 92.1% | 87.9%+4.2pp | 87.7%+4.4pp | 72.2%+19.9pp |
| Annual return | -10.26% | 18.23%-28.5pp | 48.32%-58.6pp | 59.29%-69.6pp |
| Employer contribution / active EE | $2,128 | $3,796-43.9% | $5,918-64.0% | $2,234-4.7% |
| Participant deferral / active EE | $3,811 | $6,199-38.5% | $7,714-50.6% | $3,805+0.2% |
| Admin fee / account holder | $246 | $166+48.4% | $12,427-98.0% | $158+55.7% |