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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,818 |
PURSHE KAPLAN STERLING INV3 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $1,857 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,363 | $52,670-70.8% | $90,404-83.0% | $73,409-79.1% |
| Participation rate | 81.0% | 67.7%+13.3pp | 72.7%+8.3pp | 72.2%+8.8pp |
| Annual return | 12.56% | 20.70%-8.1pp | 1293.02%-1280.5pp | 59.29%-46.7pp |
| Employer contribution / active EE | $884 | $1,872-52.7% | $3,262-72.9% | $2,234-60.4% |
| Participant deferral / active EE | $877 | $2,807-68.7% | $3,963-77.9% | $3,805-76.9% |
| Admin fee / account holder | $8 | $117-92.9% | $5,611-99.9% | $158-94.8% |