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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $463,955 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $57,314 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $35,000 |
KUTAK ROCK LLP4 years Service code 29 · EIN 47-0597598 | Legal | $7,659 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,442 | $44,794+193.4% | $90,281+45.6% | $77,787+69.0% |
| Participation rate | 95.8% | 66.6%+29.2pp | 73.3%+22.5pp | 73.2%+22.6pp |
| Annual return | 19.64% | 28.23%-8.6pp | 78.10%-58.5pp | 32.57%-12.9pp |
| Employer contribution / active EE | $5,568 | $1,809+207.9% | $2,854+95.1% | $2,504+122.3% |
| Participant deferral / active EE | $6,567 | $2,642+148.6% | $3,885+69.0% | $3,967+65.5% |
| Admin fee / account holder | $170 | $94+79.8% | $5,351-96.8% | $100+69.7% |