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 |
|---|---|---|
HAYS BENEFITS GROUP, LLC.1+ years Service code 27 · EIN 41-1798583 | Advisory (Plan) | $38,902 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,030 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,187 | $36,916+11.6% | $156,549-73.7% | $57,658-28.6% |
| Participation rate | 93.8% | 63.4%+30.4pp | 84.0%+9.8pp | 70.2%+23.6pp |
| Annual return | 13.17% | 12.38%+0.8pp | 32.23%-19.1pp | 5.13%+8.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,489 | $1,926+185.1% | $4,871+12.7% | $3,061+79.4% |
| Admin fee / account holder | $23 | $82-72.5% | $13,027-99.8% | $95-76.0% |