Filed October 18, 2004 (most recent of 2 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $110,505 |
Filed as: VENTURE VISIONARY PARTNERS, LLC Service code 27 | Advisory (Plan) | $53,768 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $23,473 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,304 | $88,982-53.6% | $102,438-59.7% | $77,671-46.8% |
| Participation rate | 94.7% | 80.9%+13.7pp | 76.5%+18.2pp | 70.6%+24.1pp |
| Annual return | 19.51% | 25.01%-5.5pp | 29.37%-9.9pp | 31.21%-11.7pp |
| Employer contribution / active EE | $1,543 | $2,698-42.8% | $3,024-49.0% | $2,726-43.4% |
| Participant deferral / active EE | $4,420 | $5,144-14.1% | $5,054-12.5% | $4,648-4.9% |
| Admin fee / account holder | $183 | $236-22.3% | $9,448-98.1% | $430-57.5% |