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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $141,065 |
FOLEY & LARDNER LLP3 years Service code 11 · EIN 39-0473800 | Actuarial | $20,116 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $14,500 |
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 | $200,462 | $82,546+142.8% | $140,016+43.2% | $75,289+166.3% |
| Participation rate | 99.1% | 88.4%+10.7pp | 87.5%+11.6pp | 72.4%+26.6pp |
| Annual return | -5.02% | -0.36%-4.7pp | 651.12%-656.1pp | -0.04%-5.0pp |
| Employer contribution / active EE | $8,586 | $3,856+122.7% | $5,606+53.2% | $2,405+257.0% |
| Participant deferral / active EE | $13,188 | $5,731+130.1% | $6,927+90.4% | $3,739+252.7% |
| Admin fee / account holder | $39 | $86-54.6% | $10,705-99.6% | $102-62.0% |