Filed August 3, 2006 (most recent of 4 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 | $51,861 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,769 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,778 | $66,124-11.1% | $90,404-35.0% | $73,488-20.0% |
| Participation rate | 79.7% | 69.7%+10.1pp | 72.7%+7.1pp | 70.7%+9.1pp |
| Annual return | 15.87% | 17.65%-1.8pp | 1293.02%-1277.1pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,595 | $2,346-32.0% | $3,262-51.1% | $2,270-29.7% |
| Participant deferral / active EE | $2,912 | $3,039-4.2% | $3,963-26.5% | $3,740-22.1% |
| Admin fee / account holder | $296 | $396-25.2% | $5,611-94.7% | $513-42.2% |