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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $202,973 |
BAKER TILLY US, LLP5+ years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $15,000 |
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 | $239,408 | $95,776+150.0% | $162,163+47.6% | $77,787+207.8% |
| Participation rate | 99.1% | 88.6%+10.5pp | 87.6%+11.6pp | 73.2%+25.9pp |
| Annual return | 44.01% | 37.03%+7.0pp | 115.59%-71.6pp | 32.57%+11.4pp |
| Employer contribution / active EE | $8,634 | $3,874+122.9% | $5,614+53.8% | $2,504+244.7% |
| Participant deferral / active EE | $13,520 | $6,125+120.7% | $7,298+85.3% | $3,967+240.8% |
| Admin fee / account holder | $39 | $88-55.7% | $10,843-99.6% | $100-61.2% |