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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $215,731 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING Service code 27 · EIN 20-4649925 | Advisory (Plan) | $55,000 |
LTSP, INC.2 years Service code 10 · EIN 95-3864890 | Accounting | $15,500 |
PETER C FOY & ASSOCIATES INSURANCE1 year Filed as: PCF INSURANCE SERVICES Service code 27 · EIN 95-4281021 | Advisory (Plan) | $12,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,650 | $82,783+15.5% | $133,956-28.6% | $90,288+5.9% |
| Participation rate | 98.8% | 81.3%+17.5pp | 79.8%+18.9pp | 73.4%+25.4pp |
| Annual return | 18.60% | 21.89%-3.3pp | 45.09%-26.5pp | 53.97%-35.4pp |
| Employer contribution / active EE | $2,678 | $2,388+12.1% | $3,919-31.7% | $2,524+6.1% |
| Participant deferral / active EE | $6,662 | $4,291+55.3% | $5,048+32.0% | $4,232+57.4% |
| Admin fee / account holder | $89 | $93-4.1% | $8,927-99.0% | $114-21.9% |