Filed September 21, 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.
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $742,059 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $11,375 |
FULBRIGHT & JAWORSKI1+ years Filed as: FULBRIGHT & JAWORSKI LLP Service code 29 · EIN 74-1201087 | Legal | $9,989 |
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 | $41,965 | $46,516-9.8% | $147,614-71.6% | $69,651-39.7% |
| Participation rate | 79.1% | 65.8%+13.3pp | 84.6%-5.5pp | 66.6%+12.5pp |
| Annual return | 1.44% | 9.48%-8.0pp | 61.98%-60.5pp | 53.77%-52.3pp |
| Employer contribution / active EE | $1,966 | $1,393+41.1% | $5,564-64.7% | $2,241-12.3% |
| Participant deferral / active EE | $3,895 | $2,719+43.2% | $4,895-20.4% | $3,635+7.1% |
| Admin fee / account holder | $80 | $45+78.6% | $11,611-99.3% | $63+26.5% |