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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $148,478 |
FOLEY & LARDNER LLP2 years Service code 29 · EIN 39-0473800 | Legal | $21,643 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $14,000 |
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 | $213,748 | $89,274+139.4% | $149,718+42.8% | $77,958+174.2% |
| Participation rate | 99.0% | 87.6%+11.4pp | 87.1%+12.0pp | 71.6%+27.4pp |
| Annual return | 20.32% | 20.36%0pp | 1501.63%-1481.3pp | 20.87%-0.5pp |
| Employer contribution / active EE | $7,094 | $3,727+90.4% | $5,445+30.3% | $2,310+207.0% |
| Participant deferral / active EE | $12,728 | $5,382+136.5% | $6,569+93.8% | $3,537+259.9% |
| Admin fee / account holder | $44 | $240-81.7% | $11,283-99.6% | $97-55.0% |