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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,325 |
Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,524 | $43,999-71.5% | $79,464-84.2% | $55,725-77.5% |
| Participation rate | 78.6% | 66.9%+11.7pp | 73.3%+5.2pp | 70.9%+7.7pp |
| Annual return | -4.34% | 1.81%-6.2pp | 718.14%-722.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $896 | $1,830-51.0% | $2,800-68.0% | $2,078-56.9% |
| Participant deferral / active EE | $1,028 | $2,538-59.5% | $3,704-72.2% | $3,356-69.4% |
| Admin fee / account holder | $15 | $118-87.1% | $5,113-99.7% | $115-86.9% |