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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,970 |
HAYS BENEFITS GROUP, LLC.2+ years Service code 27 · EIN 41-1798583 | Advisory (Plan) | $43,681 |
Employer 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 | $47,082 | $46,173+2.0% | $170,442-72.4% | $69,631-32.4% |
| Participation rate | 94.8% | 63.9%+30.9pp | 83.6%+11.2pp | 70.7%+24.1pp |
| Annual return | 19.77% | 21.62%-1.8pp | 205.93%-186.2pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $12 | $1,610-99.2% | $5,433-99.8% | $2,032-99.4% |
| Participant deferral / active EE | $5,710 | $2,080+174.5% | $4,939+15.6% | $3,224+77.1% |
| Admin fee / account holder | $40 | $116-65.5% | $13,880-99.7% | $110-63.7% |