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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $476,917 |
Filed as: IFP ADVISORS, INC DBA IND FIN PARTN Service code 27 · EIN 59-3331424 | Advisory (Plan) | $52,500 |
HARDING LOEVNER LP2 years Filed as: HARDING, SHYMANSKI AND COMPANY P.S. Service code 10 · EIN 35-1346211 | Accounting | $14,500 |
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 | $73,326 | $118,101-37.9% | $106,387-31.1% | $75,289-2.6% |
| Participation rate | 98.4% | 81.4%+17.0pp | 77.5%+21.0pp | 72.4%+26.0pp |
| Annual return | -3.01% | -2.42%-0.6pp | 0.25%-3.3pp | -0.04%-3.0pp |
| Employer contribution / active EE | $2,891 | $2,880+0.4% | $3,520-17.8% | $2,405+20.2% |
| Participant deferral / active EE | $5,533 | $4,681+18.2% | $5,421+2.1% | $3,739+48.0% |
| Admin fee / account holder | $138 | $85+63.8% | $7,510-98.2% | $102+35.4% |