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 COMPANY10+ years Service code 11 · EIN 42-0127290 | Actuarial | $607,883 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $170,000 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 | Accounting | $81,909 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JPMORGAN CHASE BANK N.A. Service code 28 · EIN 13-4994650 | Investment Management | $30,811 |
EISNERAMPER LLP3 years Filed as: EISNER ADVISORY GROUP LLC Service code 17 PO BOX 358190 · PITTSBURGH, PA 15251 | Pension Consulting | $20,634 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $18,327 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,219,907-100.0% | $3,219,907-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 10.0%-10.0pp | 44.0%-44.0pp |
| Annual return | -8.47% | 0.58%-9.0pp | 3.48%-11.9pp | 13.05%-21.5pp |
| Employer contribution / active EE | $0 | $47,956-100.0% | $31,972-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $0 | $83-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $30,864-100.0% |