Filed August 9, 2006 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY1+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $4,792 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,908 | $100,227-37.2% | $169,993-63.0% | $74,419-15.5% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.0%+12.2pp | 70.7%+28.5pp |
| Annual return | 11.74% | 66.08%-54.3pp | 53.37%-41.6pp | 34.38%-22.6pp |
| Employer contribution / active EE | $2,792 | $4,263-34.5% | $6,785-58.9% | $2,637+5.9% |
| Participant deferral / active EE | $4,304 | $7,143-39.7% | $10,408-58.6% | $4,528-4.9% |
| Admin fee / account holder | $16 | $234-93.2% | $12,815-99.9% | $348-95.4% |