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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,415 |
GREENSPRING ADVISORS, LLC6 years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $21,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,589 | $53,165+38.4% | $86,188-14.6% | $74,419-1.1% |
| Participation rate | 95.2% | 64.9%+30.3pp | 69.0%+26.2pp | 70.7%+24.5pp |
| Annual return | 18.83% | 22.64%-3.8pp | 1168.45%-1149.6pp | 34.38%-15.5pp |
| Employer contribution / active EE | $433 | $1,210-64.2% | $2,380-81.8% | $2,637-83.6% |
| Participant deferral / active EE | $7,548 | $3,234+133.4% | $3,985+89.4% | $4,528+66.7% |
| Admin fee / account holder | $266 | $551-51.7% | $6,852-96.1% | $348-23.4% |