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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,175 |
Service code 49 · EIN 95-4281021 | Other Services | $26,129 |
LESLEY DEBUQUE1+ years Filed as: LESLEY, THOMAS, SCHWARTZ Service code 10 · EIN 95-3864890 | Accounting | $9,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,018 | $74,498-20.8% | $94,224-37.4% | $59,188-0.3% |
| Participation rate | 97.3% | 76.8%+20.5pp | 78.8%+18.6pp | 69.4%+27.9pp |
| Annual return | 1.83% | 2.76%-0.9pp | 10.68%-8.9pp | 5.51%-3.7pp |
| Employer contribution / active EE | $2,300 | $2,077+10.7% | $3,587-35.9% | $2,098+9.6% |
| Participant deferral / active EE | $5,603 | $3,433+63.2% | $4,320+29.7% | $3,265+71.6% |
| Admin fee / account holder | $35 | $103-65.8% | $6,269-99.4% | $92-61.8% |