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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $188,505 |
401(K) ADVISORS INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
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 | $61,995 | $45,000+37.8% | $143,757-56.9% | $77,904-20.4% |
| Participation rate | 95.4% | 66.8%+28.5pp | 80.3%+15.1pp | 73.7%+21.7pp |
| Annual return | -14.86% | 29.03%-43.9pp | -0.04%-14.8pp | 12.21%-27.1pp |
| Employer contribution / active EE | $1,996 | $1,870+6.8% | $4,951-59.7% | $2,848-29.9% |
| Participant deferral / active EE | $6,831 | $3,157+116.4% | $5,637+21.2% | $4,806+42.1% |
| Admin fee / account holder | $140 | $98+42.0% | $14,673-99.0% | $133+5.4% |