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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $555,255 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: SHERIDAN ROAD ADVISORS Service code 28 · EIN 13-4284240 | Investment Management | $69,000 |
HARDING LOEVNER LP4 years Filed as: HARDING, SHYMANSKI AND COMPANY P.S. Service code 10 · EIN 35-1346211 | Accounting | $14,900 |
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 | $115,100 | $143,525-19.8% | $379,746-69.7% | $90,288+27.5% |
| Participation rate | 98.5% | 82.9%+15.6pp | 78.4%+20.1pp | 73.4%+25.2pp |
| Annual return | 14.37% | 18.97%-4.6pp | 34.90%-20.5pp | 53.97%-39.6pp |
| Employer contribution / active EE | $3,812 | $3,201+19.1% | $3,540+7.7% | $2,524+51.0% |
| Participant deferral / active EE | $7,384 | $5,231+41.1% | $6,024+22.6% | $4,232+74.5% |
| Admin fee / account holder | $181 | $100+80.2% | $7,927-97.7% | $114+58.6% |