Filed October 18, 2004
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $355,963 |
CAPFINANCIAL PARTNERS LLC8 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $103,625 |
LUTZ & COMPANY, PC1 year Service code 10 · EIN 47-0625816 | Accounting | $27,500 |
KUTAK ROCK LLP9 years Service code 29 · EIN 47-0597598 | Legal | $26,811 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,779 | $55,331+214.1% | $81,812+112.4% | $199,593-12.9% |
| Participation rate | 96.8% | 62.5%+34.3pp | 72.3%+24.5pp | 72.0%+24.8pp |
| Annual return | 14.05% | 19.59%-5.5pp | 773.79%-759.7pp | 34.25%-20.2pp |
| Employer contribution / active EE | $7,434 | $2,101+253.9% | $2,912+155.3% | $3,034+145.0% |
| Participant deferral / active EE | $8,626 | $3,283+162.8% | $4,319+99.8% | $5,087+69.6% |
| Admin fee / account holder | $181 | $346-47.8% | $7,386-97.6% | $269-32.8% |