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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,562 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $1,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,563 | $46,100-66.2% | $86,590-82.0% | $69,631-77.6% |
| Participation rate | 69.6% | 67.2%+2.5pp | 73.5%-3.9pp | 70.7%-1.0pp |
| Annual return | 13.28% | 21.02%-7.7pp | 964.84%-951.6pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $932 | $1,850-49.6% | $2,839-67.2% | $2,032-54.1% |
| Participant deferral / active EE | $975 | $2,432-59.9% | $3,609-73.0% | $3,224-69.8% |
| Admin fee / account holder | $20 | $94-79.2% | $4,906-99.6% | $110-82.3% |