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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $60,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,374 |
Service code 29 · EIN 34-0753531 | Legal | $38,838 |
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 | $42,606 | $44,989-5.3% | $170,442-75.0% | $77,958-45.3% |
| Participation rate | 94.4% | 64.6%+29.8pp | 83.6%+10.8pp | 71.6%+22.7pp |
| Annual return | 18.14% | 19.61%-1.5pp | 205.93%-187.8pp | 20.87%-2.7pp |
| Employer contribution / active EE | $2,093 | $1,466+42.8% | $5,433-61.5% | $2,310-9.4% |
| Participant deferral / active EE | $2,884 | $2,208+30.7% | $4,939-41.6% | $3,537-18.4% |
| Admin fee / account holder | $14 | $69-79.9% | $13,880-99.9% | $97-85.8% |