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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,662 |
H BECK INC4 years Service code 27 · EIN 52-1321340 | Advisory (Plan) | $20,000 |
Service code 16 · EIN 75-2866255 | Consulting | $7,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,875 | $102,553-55.3% | $151,611-69.7% | $66,914-31.4% |
| Participation rate | 92.1% | 85.5%+6.6pp | 87.5%+4.6pp | 69.8%+22.3pp |
| Annual return | 7.18% | -10.82%+18.0pp | 3.33%+3.9pp | 1.58%+5.6pp |
| Employer contribution / active EE | $2,367 | $4,180-43.4% | $6,166-61.6% | $2,544-7.0% |
| Participant deferral / active EE | $4,441 | $6,641-33.1% | $8,363-46.9% | $4,237+4.8% |
| Admin fee / account holder | $294 | $630-53.4% | $11,616-97.5% | $593-50.5% |