Filed December 28, 2004 (most recent of 3 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $501,031 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSUL Service code 27 · EIN 91-0675641 | Advisory (Plan) | $32,692 |
Filed as: HARDING, SHYMANSKI & CO Service code 10 · EIN 35-1346211 | Accounting | $14,089 |
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 | $72,015 | $99,628-27.7% | $105,218-31.6% | $59,188+21.7% |
| Participation rate | 98.6% | 80.5%+18.1pp | 77.2%+21.3pp | 69.4%+29.1pp |
| Annual return | 0.20% | 3.21%-3.0pp | 5.33%-5.1pp | 5.51%-5.3pp |
| Employer contribution / active EE | $1,698 | $2,454-30.8% | $3,255-47.8% | $2,098-19.1% |
| Participant deferral / active EE | $4,909 | $4,189+17.2% | $4,867+0.9% | $3,265+50.4% |
| Admin fee / account holder | $176 | $62+182.5% | $6,992-97.5% | $92+91.4% |