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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,169 |
IMA WEALTH INC8 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $59,520 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,160 | $79,171+66.9% | $102,423+29.0% | $74,495+77.4% |
| Participation rate | 98.4% | 74.8%+23.6pp | 76.5%+21.9pp | 67.2%+31.2pp |
| Annual return | 11.59% | 54.93%-43.3pp | 29.32%-17.7pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,994 | $2,362+26.7% | $3,023-1.0% | $2,623+14.1% |
| Participant deferral / active EE | $6,239 | $4,415+41.3% | $5,053+23.5% | $4,346+43.6% |
| Admin fee / account holder | $259 | $2,001-87.0% | $9,451-97.3% | $1,942-86.6% |