Filed February 10, 2005 (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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,410 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $12,700 |
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 | $165,122 | $75,760+118.0% | $123,104+34.1% | $59,188+179.0% |
| Participation rate | 99.2% | 86.0%+13.2pp | 86.8%+12.5pp | 69.4%+29.8pp |
| Annual return | 1.47% | 2.93%-1.5pp | 13.22%-11.8pp | 5.51%-4.0pp |
| Employer contribution / active EE | $6,104 | $3,415+78.7% | $5,151+18.5% | $2,098+190.9% |
| Participant deferral / active EE | $11,247 | $5,000+124.9% | $6,230+80.5% | $3,265+244.5% |
| Admin fee / account holder | $41 | $61-32.0% | $9,015-99.5% | $92-55.2% |