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 | $351,402 |
INFINEX INVESTMENTS INC3 years Service code 49 · EIN 06-1367288 | Other Services | $71,117 |
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 | $86,753 | $105,190-17.5% | $98,907-12.3% | $90,288-3.9% |
| Participation rate | 95.1% | 86.4%+8.8pp | 76.0%+19.1pp | 73.4%+21.8pp |
| Annual return | 13.29% | 18.52%-5.2pp | 196.43%-183.1pp | 53.97%-40.7pp |
| Employer contribution / active EE | $3,584 | $3,831-6.4% | $2,689+33.3% | $2,524+42.0% |
| Participant deferral / active EE | $4,653 | $5,616-17.2% | $4,244+9.6% | $4,232+9.9% |
| Admin fee / account holder | $208 | $97+113.2% | $6,642-96.9% | $114+82.0% |