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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,499 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $18,482 |
Filed as: FUTURE PLANNING ASSOCIATES, INC Service code 13 · EIN 03-0271340 | Contract Administrator | $14,884 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,772 | $130,194-21.8% | $169,993-40.1% | $71,457+42.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 16.98% | 20.37%-3.4pp | 53.37%-36.4pp | 28.85%-11.9pp |
| Employer contribution / active EE | $5,723 | $4,381+30.6% | $6,785-15.7% | $2,588+121.2% |
| Participant deferral / active EE | $5,587 | $6,923-19.3% | $10,408-46.3% | $4,289+30.3% |
| Admin fee / account holder | $185 | $966-80.8% | $12,815-98.6% | $1,587-88.3% |