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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $140,306 |
HAYS BENEFITS GROUP, LLC.3+ years Service code 27 · EIN 41-1798583 | Advisory (Plan) | $52,794 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,659 | $37,196+33.5% | $154,107-67.8% | $55,725-10.9% |
| Participation rate | 95.5% | 64.1%+31.4pp | 83.0%+12.5pp | 70.9%+24.7pp |
| Annual return | 13.27% | 1319.68%-1306.4pp | 735.12%-721.9pp | 244.93%-231.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $6,448 | $2,068+211.8% | $5,081+26.9% | $3,356+92.2% |
| Admin fee / account holder | $121 | $102+19.1% | $13,411-99.1% | $115+5.0% |