Filed February 7, 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 | $210,517 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $91,682 |
TANNER LLC5 years Service code 10 · EIN 20-2253063 | Accounting | $14,000 |
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 | $66,918 | $82,917-19.3% | $103,333-35.2% | $77,643-13.8% |
| Participation rate | 99.0% | 71.6%+27.5pp | 74.5%+24.5pp | 70.6%+28.5pp |
| Annual return | 14.29% | 19.13%-4.8pp | 24.88%-10.6pp | 31.24%-16.9pp |
| Employer contribution / active EE | $913 | $3,552-74.3% | $3,868-76.4% | $2,726-66.5% |
| Participant deferral / active EE | $6,629 | $4,108+61.4% | $5,057+31.1% | $4,647+42.6% |
| Admin fee / account holder | $251 | $638-60.7% | $8,355-97.0% | $430-41.8% |