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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $37,580 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,600 |
FULLER, MICHELLE A.3+ years Service code 49 · EIN 42-5133064 P O BOX 1976 · HATTIESBURG, MS 394031976 | Other Services | $3,105 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,923 | $75,284+42.0% | $91,001+17.5% | $69,631+53.6% |
| Participation rate | 97.9% | 80.4%+17.5pp | 75.6%+22.3pp | 70.7%+27.2pp |
| Annual return | 17.84% | 48.40%-30.6pp | 4.60%+13.2pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $3,718 | $2,473+50.4% | $2,456+51.4% | $2,032+83.0% |
| Participant deferral / active EE | $4,935 | $3,700+33.4% | $3,547+39.1% | $3,224+53.1% |
| Admin fee / account holder | $33 | $111-70.5% | $5,417-99.4% | $110-70.5% |