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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,471 |
PURSHE KAPLAN STERLING INV2 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $1,491 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,150 | $54,237-77.6% | $90,281-86.5% | $67,579-82.0% |
| Participation rate | 83.8% | 68.6%+15.2pp | 73.3%+10.6pp | 71.3%+12.5pp |
| Annual return | 17.11% | 37.27%-20.2pp | 78.10%-61.0pp | 378.56%-361.5pp |
| Employer contribution / active EE | $846 | $1,846-54.2% | $2,854-70.4% | $2,148-60.6% |
| Participant deferral / active EE | $866 | $2,625-67.0% | $3,885-77.7% | $3,539-75.5% |
| Admin fee / account holder | $17 | $123-85.8% | $5,351-99.7% | $142-87.7% |