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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $199,041 |
401(K) ADVISORS INC4 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 | $7,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,367 | $50,127+8.5% | $149,673-63.7% | $80,160-32.2% |
| Participation rate | 98.1% | 64.3%+33.9pp | 78.8%+19.4pp | 72.9%+25.2pp |
| Annual return | 19.62% | 29.82%-10.2pp | 134.42%-114.8pp | 40.38%-20.8pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $8,605 | $3,194+169.4% | $5,680+51.5% | $5,017+71.5% |
| Admin fee / account holder | $104 | $153-31.8% | $13,210-99.2% | $145-28.2% |