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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,519 |
IMA WEALTH INC5 years Service code 49 · EIN 48-1233289 | Other Services | $7,719 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,381 | $84,936+62.9% | $111,297+24.3% | $79,386+74.3% |
| Participation rate | 98.7% | 75.9%+22.9pp | 77.3%+21.4pp | 70.7%+28.0pp |
| Annual return | 14.03% | 17.45%-3.4pp | 54.65%-40.6pp | 116.85%-102.8pp |
| Employer contribution / active EE | $2,185 | $1,979+10.4% | $2,731-20.0% | $2,427-10.0% |
| Participant deferral / active EE | $5,028 | $3,888+29.3% | $4,487+12.0% | $4,046+24.3% |
| Admin fee / account holder | $35 | $537-93.5% | $7,964-99.6% | $626-94.4% |