Filed October 18, 2004
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 | $74,490 |
Filed as: GALLAGHER BENEFITS SERVICES INC Service code 13 · EIN 13-3727333 | Contract Administrator | $24,000 |
Filed as: KESTRA ADVISORY SVCS LLC Service code 13 · EIN 35-2552359 | Contract Administrator | $6,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,955 | $62,267-8.5% | $110,238-48.3% | $55,725+2.2% |
| Participation rate | 89.6% | 78.1%+11.5pp | 79.8%+9.8pp | 70.9%+18.7pp |
| Annual return | -4.14% | -1.07%-3.1pp | 314.74%-318.9pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,355 | $1,941-30.2% | $3,826-64.6% | $2,078-34.8% |
| Participant deferral / active EE | $3,392 | $3,516-3.5% | $4,672-27.4% | $3,356+1.1% |
| Admin fee / account holder | $240 | $121+98.1% | $8,547-97.2% | $115+108.0% |