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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,399 |
H BECK INC3 years Service code 27 · EIN 52-1321340 | Advisory (Plan) | $20,000 |
Service code 16 · EIN 75-2866255 | Consulting | $6,650 |
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 | $44,267 | $121,341-63.5% | $189,513-76.6% | $79,386-44.2% |
| Participation rate | 91.9% | 86.1%+5.8pp | 87.8%+4.1pp | 70.7%+21.2pp |
| Annual return | 46.22% | 21.08%+25.1pp | 555.15%-508.9pp | 116.85%-70.6pp |
| Employer contribution / active EE | $2,158 | $3,915-44.9% | $6,162-65.0% | $2,427-11.1% |
| Participant deferral / active EE | $3,998 | $6,395-37.5% | $8,221-51.4% | $4,046-1.2% |
| Admin fee / account holder | $273 | $651-58.1% | $12,045-97.7% | $626-56.4% |