Filed July 25, 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 |
|---|---|---|
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $10,890 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,769 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,343 | $55,002-55.7% | $59,878-59.3% | $56,287-56.8% |
| Participation rate | 66.9% | 75.9%-9.0pp | 74.7%-7.8pp | 69.9%-3.0pp |
| Annual return | -3.82% | 1.13%-5.0pp | 3.46%-7.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $570 | $2,448-76.7% | $2,722-79.0% | $2,111-73.0% |
| Participant deferral / active EE | $1,375 | $3,121-56.0% | $3,402-59.6% | $3,350-59.0% |
| Admin fee / account holder | $60 | $236-74.5% | $3,590-98.3% | $521-88.4% |