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 5-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 COMPANY5+ years Service code 11 · EIN 42-0127290 | Actuarial | $215,372 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $25,260 |
WELLS FARGO BANK, N.A.4 years Service code 21 · EIN 94-1347393 | Bank Trustee | $7,341 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $6,764 |
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.
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.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,964,387-100.0% | $1,964,387-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 14.3%-14.3pp | 43.0%-43.0pp |
| Annual return | -100.96% | 47040.52%-47141.5pp | 21681.50%-21782.5pp | 259.13%-360.1pp |
| Employer contribution / active EE | $0 | $140,951-100.0% | $87,430-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $0 | $70-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,693-100.0% | $3,693-100.0% | $21,546-100.0% |