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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,772 |
IMA WEALTH INC6 years Service code 49 · EIN 48-1233289 | Other Services | $7,481 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,141 | $65,435+71.4% | $86,677+29.4% | $66,914+67.6% |
| Participation rate | 98.0% | 75.5%+22.5pp | 76.6%+21.4pp | 69.8%+28.2pp |
| Annual return | -14.10% | -10.89%-3.2pp | 35.91%-50.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $2,685 | $2,153+24.7% | $2,836-5.4% | $2,544+5.5% |
| Participant deferral / active EE | $5,139 | $4,100+25.3% | $4,656+10.4% | $4,237+21.3% |
| Admin fee / account holder | $206 | $642-68.0% | $7,493-97.3% | $593-65.3% |