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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,033 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $550 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $171 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $23,464 | $54,121-56.6% | $134,143-82.5% | $73,409-68.0% |
| Participation rate | 83.6% | 64.4%+19.2pp | 72.2%+11.4pp | 72.2%+11.4pp |
| Annual return | 15.05% | -312.52%+327.6pp | 36.33%-21.3pp | 59.29%-44.2pp |
| Employer contribution / active EE | $485 | $1,402-65.4% | $3,704-86.9% | $2,234-78.3% |
| Participant deferral / active EE | $1,867 | $2,844-34.3% | $3,499-46.6% | $3,805-50.9% |
| Admin fee / account holder | $61 | $132-54.2% | $6,684-99.1% | $158-61.6% |