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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,945 |
IMA WEALTH INC4 years Service code 49 · EIN 48-1233289 | Other Services | $5,975 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,467 | $73,638+63.6% | $95,952+25.5% | $73,488+63.9% |
| Participation rate | 98.3% | 76.2%+22.2pp | 77.1%+21.3pp | 70.7%+27.7pp |
| Annual return | 12.00% | 16.78%-4.8pp | 91.61%-79.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $2,121 | $1,863+13.8% | $2,541-16.5% | $2,270-6.6% |
| Participant deferral / active EE | $5,051 | $3,617+39.7% | $4,167+21.2% | $3,740+35.1% |
| Admin fee / account holder | $33 | $482-93.3% | $6,795-99.5% | $513-93.7% |