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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $349,860 |
BAKER TILLY US, LLP6+ years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $15,400 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,259 | $110,699+163.1% | $177,821+63.8% | $90,288+222.6% |
| Participation rate | 99.2% | 88.3%+10.9pp | 87.7%+11.5pp | 73.4%+25.8pp |
| Annual return | 17.93% | 22.79%-4.9pp | 48.32%-30.4pp | 53.97%-36.0pp |
| Employer contribution / active EE | $10,563 | $4,118+156.5% | $5,918+78.5% | $2,524+318.5% |
| Participant deferral / active EE | $15,326 | $6,731+127.7% | $7,714+98.7% | $4,232+262.1% |
| Admin fee / account holder | $69 | $90-23.4% | $12,427-99.4% | $114-39.5% |