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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,664 |
IMA WEALTH INC7 years Service code 49 · EIN 48-1233289 | Other Services | $7,869 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,045 | $76,050+63.1% | $96,544+28.5% | $71,457+73.6% |
| Participation rate | 97.9% | 74.4%+23.5pp | 76.0%+22.0pp | 67.9%+30.0pp |
| Annual return | 14.11% | 22.81%-8.7pp | 25.84%-11.7pp | 28.85%-14.7pp |
| Employer contribution / active EE | $2,880 | $2,244+28.3% | $2,965-2.9% | $2,588+11.3% |
| Participant deferral / active EE | $5,761 | $4,215+36.7% | $4,851+18.8% | $4,289+34.3% |
| Admin fee / account holder | $243 | $2,707-91.0% | $8,252-97.1% | $1,587-84.7% |