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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $168,305 |
401(K) ADVISORS INC2 years Filed as: 401(K) ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $18,958 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 38 · EIN 35-2552359 | Participant Communication | $10,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,581 | $67,512-11.7% | $185,823-67.9% | $93,030-36.0% |
| Participation rate | 97.1% | 67.1%+30.0pp | 81.7%+15.4pp | 73.9%+23.2pp |
| Annual return | 29.33% | 21.04%+8.3pp | 122.05%-92.7pp | 158.70%-129.4pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $7,791 | $3,035+156.7% | $5,568+39.9% | $4,562+70.8% |
| Admin fee / account holder | $111 | $318-65.0% | $16,237-99.3% | $152-26.6% |