Filed November 13, 2005 (most recent of 4 filings on file)
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 | $235,776 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP CONSULTING Service code 27 · EIN 20-4649925 | Advisory (Plan) | $41,250 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO AND CO. Service code 10 · EIN 47-5324570 | Accounting | $19,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,409 | $2,679,533-94.7% | $164,813-14.2% | $199,593-29.2% |
| Participation rate | 98.0% | 78.3%+19.7pp | 78.6%+19.4pp | 72.0%+26.1pp |
| Annual return | 15.49% | 17.93%-2.4pp | 69.93%-54.4pp | 34.25%-18.8pp |
| Employer contribution / active EE | $4,821 | $2,970+62.3% | $4,341+11.1% | $3,034+58.9% |
| Participant deferral / active EE | $9,489 | $5,010+89.4% | $6,031+57.3% | $5,087+86.5% |
| Admin fee / account holder | $100 | $1,982-94.9% | $12,690-99.2% | $269-62.6% |