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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,822 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,671 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,094 | $58,264-2.0% | $86,612-34.1% | $71,457-20.1% |
| Participation rate | 72.0% | 65.0%+7.0pp | 71.7%+0.3pp | 67.9%+4.1pp |
| Annual return | 16.33% | 21.63%-5.3pp | 591.07%-574.7pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,538 | $2,574-40.3% | $3,022-49.1% | $2,588-40.6% |
| Participant deferral / active EE | $3,121 | $3,436-9.2% | $4,438-29.7% | $4,289-27.2% |
| Admin fee / account holder | $302 | $1,057-71.4% | $5,614-94.6% | $1,587-81.0% |