Filed July 21, 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 | $62,194 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $4,521 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,854 | $65,908+7.5% | $81,812-13.4% | $77,643-8.7% |
| Participation rate | 92.5% | 65.8%+26.7pp | 72.3%+20.2pp | 70.6%+21.9pp |
| Annual return | 17.73% | 26.64%-8.9pp | 773.79%-756.1pp | 31.24%-13.5pp |
| Employer contribution / active EE | $3,529 | $2,370+48.9% | $2,912+21.2% | $2,726+29.4% |
| Participant deferral / active EE | $9,769 | $3,505+178.7% | $4,319+126.2% | $4,647+110.2% |
| Admin fee / account holder | $188 | $526-64.2% | $7,386-97.4% | $430-56.2% |