Filed November 9, 2005 (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 | $8,704 |
IMA WEALTH INC2 years Service code 49 · EIN 48-1233289 | Other Services | $4,162 |
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 | $98,496 | $59,186+66.4% | $76,768+28.3% | $56,287+75.0% |
| Participation rate | 99.6% | 75.2%+24.3pp | 77.0%+22.6pp | 69.9%+29.7pp |
| Annual return | -5.68% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,310 | $1,759+31.3% | $2,485-7.1% | $2,111+9.4% |
| Participant deferral / active EE | $4,790 | $3,255+47.2% | $3,852+24.4% | $3,350+43.0% |
| Admin fee / account holder | $35 | $489-92.9% | $6,675-99.5% | $521-93.3% |