Filed January 23, 2006
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $571,545 |
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $125,000 |
LUTZ & COMPANY, PC2 years Filed as: LUTZ Service code 10 · EIN 47-0625816 | Accounting | $29,530 |
DATA TERRAIN INC.2 years Service code 49 · EIN 82-1517659 | Other Services | $5,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $162,543 | $113,293+43.5% | $67,511+140.8% | $199,768-18.6% |
| Participation rate | 85.6% | 73.3%+12.3pp | 72.9%+12.7pp | 72.0%+13.6pp |
| Annual return | 14.53% | 15.88%-1.3pp | 3517.41%-3502.9pp | 34.26%-19.7pp |
| Employer contribution / active EE | $3,135 | $3,401-7.8% | $2,733+14.7% | $3,037+3.2% |
| Participant deferral / active EE | $4,572 | $4,159+9.9% | $4,000+14.3% | $5,090-10.2% |
| Admin fee / account holder | $102 | $103-0.5% | $3,999-97.4% | $269-62.1% |