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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,940 |
INFINEX INVESTMENTS INC2 years Service code 49 · EIN 06-1367288 | Other Services | $15,927 |
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 | $60,211 | $74,347-19.0% | $93,606-35.7% | $67,579-10.9% |
| Participation rate | 97.9% | 80.6%+17.3pp | 75.8%+22.0pp | 71.3%+26.6pp |
| Annual return | 14.82% | 28.07%-13.2pp | 32.76%-17.9pp | 378.56%-363.7pp |
| Employer contribution / active EE | $2,500 | $2,583-3.2% | $2,718-8.0% | $2,148+16.4% |
| Participant deferral / active EE | $4,289 | $4,060+5.6% | $4,069+5.4% | $3,539+21.2% |
| Admin fee / account holder | $62 | $123-49.5% | $7,888-99.2% | $142-56.5% |