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 | $173,075 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,173 | $37,039-53.6% | $147,614-88.4% | $59,188-71.0% |
| Participation rate | 94.6% | 63.8%+30.8pp | 84.6%+10.0pp | 69.4%+25.2pp |
| Annual return | 0.41% | 7.19%-6.8pp | 61.98%-61.6pp | 5.51%-5.1pp |
| Employer contribution / active EE | $196 | $1,353-85.5% | $5,564-96.5% | $2,098-90.6% |
| Participant deferral / active EE | $324 | $2,094-84.5% | $4,895-93.4% | $3,265-90.1% |
| Admin fee / account holder | $36 | $60-40.9% | $11,611-99.7% | $92-61.4% |