Filed January 6, 2006 (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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,157 |
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $21,370 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,387 | $49,138+18.8% | $84,015-30.5% | $65,185-10.4% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 23.53% | 23.00%+0.5pp | 71.31%-47.8pp | 29.38%-5.9pp |
| Employer contribution / active EE | $228 | $914-75.1% | $1,983-88.5% | $2,177-89.5% |
| Participant deferral / active EE | $6,215 | $2,397+159.3% | $3,239+91.9% | $3,514+76.9% |
| Admin fee / account holder | $355 | $543-34.7% | $6,101-94.2% | $847-58.1% |