Filed December 10, 2005 (most recent of 3 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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $13,738 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,046 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,233 | $43,423+310.5% | $78,689+126.5% | $55,167+223.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 6.70% | 11.53%-4.8pp | 62.18%-55.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $10,582 | $1,997+429.9% | $2,851+271.2% | $1,963+439.2% |
| Participant deferral / active EE | $8,537 | $2,509+240.3% | $3,517+142.8% | $3,054+179.5% |
| Admin fee / account holder | $23 | $416-94.6% | $4,510-99.5% | $504-95.5% |