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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,322 |
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 | $52,758 | $52,406+0.7% | $129,207-59.2% | $74,495-29.2% |
| Participation rate | 98.6% | 53.8%+44.8pp | 69.6%+29.0pp | 67.2%+31.4pp |
| Annual return | 12.44% | 15.66%-3.2pp | 9417.33%-9404.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $344 | $1,531-77.5% | $4,153-91.7% | $2,623-86.9% |
| Participant deferral / active EE | $4,549 | $2,794+62.8% | $4,168+9.2% | $4,346+4.7% |
| Admin fee / account holder | $182 | $2,633-93.1% | $7,715-97.6% | $1,942-90.6% |