Filed June 30, 2006
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,638,876 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $49,429 |
AMERICOPY8 years Service code 13 · EIN 86-0716459 | Contract Administrator | $30,049 |
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,585 | $106,408-20.5% | $178,014-52.5% | $106,408-20.5% |
| Participation rate | 96.2% | 69.9%+26.4pp | 77.1%+19.2pp | 69.9%+26.4pp |
| Annual return | 15.00% | 17.37%-2.4pp | 294.80%-279.8pp | 17.37%-2.4pp |
| Employer contribution / active EE | $2,200 | $3,361-34.5% | $3,950-44.3% | $3,361-34.5% |
| Participant deferral / active EE | $6,349 | $5,567+14.1% | $6,276+1.2% | $5,567+14.1% |
| Admin fee / account holder | $64 | $79-19.0% | $10,362-99.4% | $79-19.0% |