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 | $19,901 |
INFINEX INVESTMENTS INC3 years Service code 49 · EIN 06-1367288 | Other Services | $16,156 |
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 | $63,354 | $85,135-25.6% | $98,907-35.9% | $73,409-13.7% |
| Participation rate | 98.3% | 81.1%+17.2pp | 76.0%+22.3pp | 72.2%+26.1pp |
| Annual return | 6.11% | 19.14%-13.0pp | 196.43%-190.3pp | 59.29%-53.2pp |
| Employer contribution / active EE | $2,794 | $2,721+2.7% | $2,689+3.9% | $2,234+25.1% |
| Participant deferral / active EE | $4,526 | $4,349+4.1% | $4,244+6.6% | $3,805+18.9% |
| Admin fee / account holder | $43 | $139-69.1% | $6,642-99.4% | $158-72.7% |