Filed April 13, 2006 (most recent of 3 filings on file)
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 | $35,759 |
TBS AGENCY INC1 year Service code 49 · EIN 52-1473914 | Other Services | $1,723 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,031 | $86,332-57.1% | $125,175-70.4% | $65,185-43.2% |
| Participation rate | 73.3% | 75.3%-2.1pp | 79.8%-6.5pp | 70.2%+3.1pp |
| Annual return | 16.84% | 27.43%-10.6pp | 43.79%-26.9pp | 29.38%-12.5pp |
| Employer contribution / active EE | $1,203 | $2,040-41.0% | $3,865-68.9% | $2,177-44.7% |
| Participant deferral / active EE | $2,247 | $3,537-36.5% | $4,937-54.5% | $3,514-36.1% |
| Admin fee / account holder | $165 | $609-72.9% | $9,702-98.3% | $847-80.5% |