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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,462 |
CADENCE BANK1 year Filed as: CADENCE INSURANCE, INC. Service code 49 · EIN 72-1381997 | Other Services | $13,970 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,650 | $81,908-32.1% | $90,749-38.7% | $64,808-14.1% |
| Participation rate | 98.2% | 80.5%+17.7pp | 75.7%+22.5pp | 71.5%+26.7pp |
| Annual return | -12.29% | -12.53%+0.2pp | -12.16%-0.1pp | 32.82%-45.1pp |
| Employer contribution / active EE | $2,948 | $3,065-3.8% | $2,921+0.9% | $2,506+17.7% |
| Participant deferral / active EE | $4,772 | $4,840-1.4% | $4,564+4.5% | $4,310+10.7% |
| Admin fee / account holder | $52 | $157-67.1% | $8,445-99.4% | $188-72.5% |