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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,243 |
GREENSPRING ADVISORS, LLC3 years Filed as: GREENSPRING ADVISORS Service code 26 · EIN 82-5320133 | Advisory (Participants) | $18,746 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,492 | $54,573+25.5% | $90,951-24.7% | $73,488-6.8% |
| Participation rate | 99.3% | 61.2%+38.2pp | 69.0%+30.3pp | 70.7%+28.7pp |
| Annual return | 14.61% | 16.69%-2.1pp | 134.60%-120.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,031 | $2,517+179.3% | $3,373+108.5% | $3,740+88.0% |
| Admin fee / account holder | $309 | $521-40.7% | $5,959-94.8% | $513-39.7% |