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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,359 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $11,790 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $9,233 | $47,456-80.5% | $172,739-94.7% | $77,787-88.1% |
| Participation rate | 99.0% | 66.3%+32.7pp | 82.6%+16.4pp | 73.2%+25.8pp |
| Annual return | 21.78% | 35.57%-13.8pp | 802.84%-781.1pp | 32.57%-10.8pp |
| Employer contribution / active EE | $1,072 | $1,574-31.9% | $5,143-79.2% | $2,504-57.2% |
| Participant deferral / active EE | $1,676 | $2,560-34.5% | $5,198-67.8% | $3,967-57.8% |
| Admin fee / account holder | $47 | $81-42.4% | $13,954-99.7% | $100-53.4% |