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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,029 |
FULLER, MICHELLE A.2+ years Service code 49 · EIN 42-5133064 | Other Services | $6,944 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,824 | $74,024-35.4% | $77,999-38.7% | $57,658-17.1% |
| Participation rate | 95.5% | 79.7%+15.8pp | 75.5%+20.0pp | 70.2%+25.3pp |
| Annual return | 4.89% | 12.14%-7.2pp | 425.96%-421.1pp | 5.13%-0.2pp |
| Employer contribution / active EE | $2,115 | $2,365-10.6% | $2,470-14.4% | $1,974+7.2% |
| Participant deferral / active EE | $3,111 | $3,533-11.9% | $3,497-11.0% | $3,061+1.7% |
| Admin fee / account holder | $50 | $93-46.1% | $5,480-99.1% | $95-46.8% |