Filed October 19, 2004
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,218 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $17,421 |
Filed as: FUTURE PLANNING ASSOCIATES, INC Service code 13 · EIN 03-0271340 | Contract Administrator | $14,285 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,799 | $121,341-11.2% | $189,513-43.1% | $79,386+35.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 15.47% | 21.08%-5.6pp | 555.15%-539.7pp | 116.85%-101.4pp |
| Employer contribution / active EE | $5,386 | $3,915+37.6% | $6,162-12.6% | $2,427+121.9% |
| Participant deferral / active EE | $5,249 | $6,395-17.9% | $8,221-36.2% | $4,046+29.7% |
| Admin fee / account holder | $236 | $651-63.7% | $12,045-98.0% | $626-62.3% |