Filed December 27, 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 11 · EIN 42-0127290 | Actuarial | $410,625 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $82,152 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK N.A. Service code 28 · EIN 13-4994650 | Investment Management | $39,986 |
WELLS FARGO BANK, N.A.7+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $31,483 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,286,405-100.0% | $2,286,405-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 10.5%-10.5pp | 37.6%-37.6pp |
| Annual return | 7.42% | 0.51%+6.9pp | 4.92%+2.5pp | 9.30%-1.9pp |
| Employer contribution / active EE | $0 | $61,097-100.0% | $39,114-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,596-100.0% |