Filed October 20, 2006
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,274 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $1,635 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,187 | $41,854-49.4% | $73,843-71.3% | $52,331-59.5% |
| Participation rate | 81.4% | 66.2%+15.2pp | 73.4%+8.0pp | 68.1%+13.3pp |
| Annual return | 0.79% | 2.11%-1.3pp | 2267.84%-2267.1pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,592 | $1,920-17.1% | $2,787-42.9% | $1,882-15.4% |
| Participant deferral / active EE | $1,612 | $2,498-35.5% | $3,583-55.0% | $3,022-46.7% |
| Admin fee / account holder | $14 | $493-97.1% | $4,880-99.7% | $592-97.6% |