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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,578 |
Service code 49 · EIN 95-4281021 | Other Services | $16,391 |
LESLEY DEBUQUE1 year Filed as: LESLEY, THOMAS, SCHWARZ Service code 10 · EIN 95-3864890 | Accounting | $9,000 |
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 | $60,571 | $61,125-0.9% | $108,579-44.2% | $63,975-5.3% |
| Participation rate | 97.3% | 80.5%+16.8pp | 79.6%+17.7pp | 71.1%+26.2pp |
| Annual return | 9.05% | 14.06%-5.0pp | -51.70%+60.7pp | 48.65%-39.6pp |
| Employer contribution / active EE | $2,431 | $2,237+8.7% | $3,758-35.3% | $2,182+11.4% |
| Participant deferral / active EE | $5,796 | $3,574+62.2% | $4,311+34.5% | $3,356+72.7% |
| Admin fee / account holder | $31 | $72-57.2% | $7,645-99.6% | $70-56.2% |