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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $304,138 |
Filed as: IFP ADVISORS, INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $28,422 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSUL Service code 27 · EIN 91-0675641 | Advisory (Plan) | $21,724 |
Filed as: HARDING, SHYMANSKI & CO Service code 10 · EIN 35-1346211 | Accounting | $14,246 |
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 | $70,108 | $107,045-34.5% | $108,745-35.5% | $63,975+9.6% |
| Participation rate | 98.5% | 81.9%+16.6pp | 77.7%+20.9pp | 71.1%+27.4pp |
| Annual return | 12.18% | 18.14%-6.0pp | 46.22%-34.0pp | 48.65%-36.5pp |
| Employer contribution / active EE | $1,740 | $2,651-34.3% | $3,323-47.6% | $2,182-20.2% |
| Participant deferral / active EE | $4,960 | $4,292+15.6% | $5,121-3.1% | $3,356+47.8% |
| Admin fee / account holder | $115 | $67+71.3% | $6,144-98.1% | $70+63.3% |