Filed January 6, 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $261,456 |
401(K) ADVISORS INC6 years Filed as: 401(K) ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $25,000 |
Filed as: CHRISTENSEN GROUP FINANCIAL, LLC Service code 38 · EIN 87-4130828 | Participant Communication | $9,375 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,749 | $57,610+41.9% | $154,803-47.2% | $102,872-20.5% |
| Participation rate | 98.6% | 59.5%+39.2pp | 78.1%+20.6pp | 73.0%+25.6pp |
| Annual return | 17.29% | 30.49%-13.2pp | 58.88%-41.6pp | 19.06%-1.8pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $9,635 | $2,914+230.6% | $5,540+73.9% | $5,535+74.1% |
| Admin fee / account holder | $122 | $368-66.8% | $14,329-99.1% | $292-58.2% |