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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,109 |
Filed as: GREENSPRING ADVISORS, LL Service code 27 · EIN 82-5320133 | Advisory (Plan) | $22,140 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,288 | $54,193+57.4% | $93,606-8.9% | $77,643+9.8% |
| Participation rate | 95.3% | 63.9%+31.4pp | 68.7%+26.6pp | 70.6%+24.7pp |
| Annual return | 16.64% | 30.54%-13.9pp | 133.20%-116.6pp | 31.24%-14.6pp |
| Employer contribution / active EE | $190 | $1,168-83.7% | $2,420-92.1% | $2,726-93.0% |
| Participant deferral / active EE | $7,784 | $3,144+147.6% | $4,411+76.5% | $4,647+67.5% |
| Admin fee / account holder | $268 | $576-53.4% | $8,285-96.8% | $430-37.7% |