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 | $64,030 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $9,597 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,066 | $56,485-76.9% | $185,823-93.0% | $86,799-84.9% |
| Participation rate | 97.4% | 65.5%+32.0pp | 81.7%+15.7pp | 72.3%+25.2pp |
| Annual return | 14.11% | 118.04%-103.9pp | 122.05%-107.9pp | 97.91%-83.8pp |
| Employer contribution / active EE | $2,058 | $1,843+11.7% | $5,167-60.2% | $2,405-14.4% |
| Participant deferral / active EE | $2,058 | $2,553-19.4% | $5,568-63.0% | $4,131-50.2% |
| Admin fee / account holder | $60 | $150-59.9% | $16,237-99.6% | $170-64.6% |