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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $468,547 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $62,538 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $36,240 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Direct payment from the plan; Account... | $8,446 |
KUTAK ROCK LLP5 years Service code 29 · EIN 47-0597598 | Legal | $8,081 |
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 | $149,439 | $47,634+213.7% | $90,404+65.3% | $90,288+65.5% |
| Participation rate | 98.4% | 67.5%+30.9pp | 72.7%+25.7pp | 73.4%+25.0pp |
| Annual return | 13.89% | 19.61%-5.7pp | 1293.02%-1279.1pp | 53.97%-40.1pp |
| Employer contribution / active EE | $6,015 | $1,749+243.9% | $3,262+84.4% | $2,524+138.3% |
| Participant deferral / active EE | $7,127 | $2,824+152.4% | $3,963+79.8% | $4,232+68.4% |
| Admin fee / account holder | $169 | $106+59.7% | $5,611-97.0% | $114+48.5% |