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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $493,174 |
Filed as: IFP ADVISORS, INC DBA IND FIN PARTN Service code 27 · EIN 59-3331424 | Advisory (Plan) | $62,000 |
HARDING LOEVNER LP1 year Filed as: HARDING, SHYMANSKI AND COMPANY P.S. Service code 10 · EIN 35-1346211 | Accounting | $14,500 |
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 | $77,866 | $117,734-33.9% | $115,752-32.7% | $77,958-0.1% |
| Participation rate | 98.4% | 82.0%+16.4pp | 77.8%+20.7pp | 71.6%+26.8pp |
| Annual return | 17.57% | 17.65%-0.1pp | 19.41%-1.8pp | 20.87%-3.3pp |
| Employer contribution / active EE | $1,653 | $2,736-39.6% | $3,492-52.7% | $2,310-28.5% |
| Participant deferral / active EE | $4,802 | $4,435+8.3% | $5,204-7.7% | $3,537+35.8% |
| Admin fee / account holder | $153 | $75+103.6% | $6,278-97.6% | $97+56.7% |