Filed June 14, 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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,854 |
Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $14,987 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,181 | $61,052-1.4% | $142,863-57.9% | $79,386-24.2% |
| Participation rate | 96.9% | 60.1%+36.8pp | 71.9%+25.0pp | 70.7%+26.2pp |
| Annual return | 13.87% | 16.02%-2.1pp | 5637.54%-5623.7pp | 116.85%-103.0pp |
| Employer contribution / active EE | $236 | $1,481-84.1% | $4,144-94.3% | $2,427-90.3% |
| Participant deferral / active EE | $3,261 | $2,879+13.2% | $3,837-15.0% | $4,046-19.4% |
| Admin fee / account holder | $154 | $659-76.6% | $6,560-97.7% | $626-75.4% |