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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $412,192 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $57,378 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $27,600 |
KUTAK ROCK LLP3 years Service code 29 · EIN 47-0597598 | Legal | $17,008 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,661 | $37,884+197.4% | $79,464+41.8% | $75,289+49.6% |
| Participation rate | 96.2% | 65.0%+31.2pp | 73.3%+22.8pp | 72.4%+23.7pp |
| Annual return | -4.62% | 1.06%-5.7pp | 718.14%-722.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $5,540 | $1,680+229.8% | $2,800+97.8% | $2,405+130.3% |
| Participant deferral / active EE | $6,747 | $2,569+162.6% | $3,704+82.2% | $3,739+80.5% |
| Admin fee / account holder | $158 | $77+105.9% | $5,113-96.9% | $102+54.1% |