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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,914 |
LTSP, INC.2 years Filed as: LTSP, INC Service code 10 · EIN 95-3864890 | Accounting | $15,500 |
PETER C FOY & ASSOCIATES INSURANCE4+ years Service code 49 · EIN 95-4281021 | Other Services | $7,203 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,761 | $64,311+6.9% | $110,238-37.6% | $75,289-8.7% |
| Participation rate | 98.7% | 79.3%+19.4pp | 79.8%+18.9pp | 72.4%+26.3pp |
| Annual return | -5.68% | -1.74%-3.9pp | 314.74%-320.4pp | -0.04%-5.6pp |
| Employer contribution / active EE | $2,555 | $2,404+6.3% | $3,826-33.2% | $2,405+6.3% |
| Participant deferral / active EE | $6,422 | $3,892+65.0% | $4,672+37.5% | $3,739+71.8% |
| Admin fee / account holder | $31 | $88-64.6% | $8,547-99.6% | $102-69.7% |