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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $257,542 |
401(K) ADVISORS INC5 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 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $71,104 | $53,136+33.8% | $155,509-54.3% | $199,593-64.4% |
| Participation rate | 98.4% | 64.1%+34.4pp | 78.2%+20.3pp | 72.0%+26.5pp |
| Annual return | 29.73% | 41.15%-11.4pp | 64.67%-34.9pp | 34.25%-4.5pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $9,312 | $3,161+194.6% | $5,626+65.5% | $5,087+83.1% |
| Admin fee / account holder | $128 | $185-30.9% | $15,912-99.2% | $269-52.3% |