Filed January 6, 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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $267,867 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $60,304 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,948 | $67,512-51.2% | $185,823-82.3% | $93,030-64.6% |
| Participation rate | 96.8% | 67.1%+29.7pp | 81.7%+15.1pp | 73.9%+22.9pp |
| Annual return | 14.51% | 21.04%-6.5pp | 122.05%-107.5pp | 158.70%-144.2pp |
| Employer contribution / active EE | $4,283 | $1,783+140.2% | $5,167-17.1% | $2,706+58.3% |
| Participant deferral / active EE | $4,766 | $3,035+57.0% | $5,568-14.4% | $4,562+4.5% |
| Admin fee / account holder | $108 | $318-66.1% | $16,237-99.3% | $152-29.0% |