Filed July 30, 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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC1+ years Service code 49 · EIN 93-0987232 | Other Services | $51,830 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,481 |
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 | $32,808 | $37,039-11.4% | $147,614-77.8% | $59,188-44.6% |
| Participation rate | 91.3% | 63.8%+27.5pp | 84.6%+6.7pp | 69.4%+21.9pp |
| Annual return | 1.51% | 7.19%-5.7pp | 61.98%-60.5pp | 5.51%-4.0pp |
| Employer contribution / active EE | $909 | $1,353-32.8% | $5,564-83.7% | $2,098-56.7% |
| Participant deferral / active EE | $2,877 | $2,094+37.4% | $4,895-41.2% | $3,265-11.9% |
| Admin fee / account holder | $16 | $60-73.7% | $11,611-99.9% | $92-82.8% |