Filed September 7, 2005
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,519 |
401(K) ADVISORS INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $38,231 |
WOODSIDE FINANCIAL ADVISORS5+ years Service code 27 · EIN 94-3412814 | Advisory (Plan) | $13,974 |
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 | $53,900 | $47,456+13.6% | $172,739-68.8% | $77,787-30.7% |
| Participation rate | 94.7% | 66.3%+28.5pp | 82.6%+12.1pp | 73.2%+21.5pp |
| Annual return | 19.47% | 35.57%-16.1pp | 802.84%-783.4pp | 32.57%-13.1pp |
| Employer contribution / active EE | $1,594 | $1,574+1.3% | $5,143-69.0% | $2,504-36.3% |
| Participant deferral / active EE | $5,009 | $2,560+95.7% | $5,198-3.6% | $3,967+26.2% |
| Admin fee / account holder | $51 | $81-37.1% | $13,954-99.6% | $100-49.2% |