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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $419,187 |
BXS INSURANCE INC1 year Service code 49 · EIN 72-1381997 | Other Services | $99,019 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,080 | $114,195-14.1% | $106,548-7.9% | $93,030+5.4% |
| Participation rate | 96.3% | 86.4%+9.9pp | 76.1%+20.2pp | 73.9%+22.4pp |
| Annual return | 14.82% | 22.18%-7.4pp | 26.80%-12.0pp | 158.70%-143.9pp |
| Employer contribution / active EE | $3,970 | $4,009-1.0% | $2,819+40.8% | $2,706+46.7% |
| Participant deferral / active EE | $5,418 | $5,908-8.3% | $4,398+23.2% | $4,562+18.7% |
| Admin fee / account holder | $244 | $105+132.7% | $7,407-96.7% | $152+60.7% |