Filed October 18, 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 |
|---|---|---|
BLUEPRINT FINANCIAL2+ years Service code 27 · EIN 26-0811222 | Advisory (Plan) | $100,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,568 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $161,036 | $63,905+152.0% | $74,183+117.1% | $57,658+179.3% |
| Participation rate | 99.0% | 79.8%+19.3pp | 76.6%+22.4pp | 70.2%+28.8pp |
| Annual return | 6.51% | 60.60%-54.1pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $7,240 | $1,840+293.4% | $2,370+205.5% | $1,974+266.8% |
| Participant deferral / active EE | $5,263 | $3,448+52.6% | $3,550+48.3% | $3,061+72.0% |
| Admin fee / account holder | $28 | $91-68.7% | $5,586-99.5% | $95-69.9% |