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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $535,105 |
Filed as: SHERIDAN ROAD ADVISORS Service code 28 · EIN 13-4284240 | Investment Management | $69,750 |
Filed as: IFP ADVISORS, INC DBA IND FIN PARTN Service code 27 · EIN 59-3331424 | Advisory (Plan) | $35,000 |
HARDING LOEVNER LP3 years Filed as: HARDING, SHYMANSKI AND COMPANY P.S. Service code 10 · EIN 35-1346211 | Accounting | $14,950 |
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 | $96,981 | $127,218-23.8% | $392,568-75.3% | $77,787+24.7% |
| Participation rate | 99.3% | 82.0%+17.3pp | 78.1%+21.2pp | 73.2%+26.1pp |
| Annual return | 27.31% | 25.27%+2.0pp | 24.42%+2.9pp | 32.57%-5.3pp |
| Employer contribution / active EE | $3,539 | $3,064+15.5% | $3,783-6.5% | $2,504+41.3% |
| Participant deferral / active EE | $6,790 | $4,820+40.9% | $5,985+13.5% | $3,967+71.2% |
| Admin fee / account holder | $162 | $89+81.8% | $6,260-97.4% | $100+61.7% |