Filed November 3, 2006 (most recent of 3 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 |
|---|---|---|
Filed as: LOWERY ASSET CONSULTING Service code 27 · EIN 35-2173939 | Advisory (Plan) | $19,375 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $52,296 | $52,2930% | $178,490-70.7% | $73,409-28.8% |
| Participation rate | 43.1% | 65.3%-22.3pp | 81.9%-38.9pp | 72.2%-29.1pp |
| Annual return | 9.55% | 34.75%-25.2pp | 151.07%-141.5pp | 59.29%-49.7pp |
| Employer contribution / active EE | $1,030 | $1,735-40.6% | $5,011-79.4% | $2,234-53.9% |
| Participant deferral / active EE | $1,538 | $2,332-34.1% | $5,202-70.4% | $3,805-59.6% |
| Admin fee / account holder | $80 | $127-37.2% | $13,984-99.4% | $158-49.3% |