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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,402 |
GREENSPRING ADVISORS, LLC5 years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $20,472 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,118 | $42,353+41.9% | $79,550-24.4% | $64,808-7.2% |
| Participation rate | 96.2% | 64.8%+31.5pp | 69.5%+26.7pp | 71.5%+24.8pp |
| Annual return | 19.07% | -12.24%+31.3pp | 0.16%+18.9pp | 32.82%-13.7pp |
| Employer contribution / active EE | $127 | $1,181-89.3% | $2,413-94.7% | $2,506-94.9% |
| Participant deferral / active EE | $5,506 | $3,170+73.7% | $3,985+38.2% | $4,310+27.7% |
| Admin fee / account holder | $221 | $160+38.6% | $6,832-96.8% | $188+17.7% |