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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,669 |
IMA WEALTH INC3 years Service code 49 · EIN 48-1233289 | Other Services | $4,380 |
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 | $120,344 | $65,376+84.1% | $87,100+38.2% | $65,185+84.6% |
| Participation rate | 97.5% | 75.3%+22.1pp | 76.9%+20.6pp | 70.2%+27.3pp |
| Annual return | 22.98% | 31.27%-8.3pp | 28.19%-5.2pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,157 | $1,822+18.3% | $2,521-14.5% | $2,177-0.9% |
| Participant deferral / active EE | $4,749 | $3,388+40.2% | $4,049+17.3% | $3,514+35.2% |
| Admin fee / account holder | $34 | $520-93.5% | $7,497-99.6% | $847-96.0% |