Filed October 19, 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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,783 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,165 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS Service code 49 · EIN 20-0223513 | Other Services | $16,986 |
Filed as: SYVERSON STREGE FIN Service code 13 · EIN 27-1568215 | Contract Administrator | $11,000 |
DENMAN & COMPANY1 year Filed as: DENMAN & COMPANY, LLP Service code 10 · EIN 42-0794029 | Accounting | $7,590 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $599,800 | $84,487+609.9% | $125,339+378.5% | $66,914+796.4% |
| Participation rate | 99.3% | 76.4%+22.9pp | 82.4%+16.9pp | 69.8%+29.5pp |
| Annual return | -14.66% | -8.39%-6.3pp | 572.05%-586.7pp | 1.58%-16.2pp |
| Employer contribution / active EE | $21,777 | $3,553+512.9% | $4,814+352.4% | $2,544+755.9% |
| Participant deferral / active EE | $11,916 | $6,781+75.7% | $7,446+60.0% | $4,237+181.2% |
| Admin fee / account holder | $1,208 | $685+76.3% | $10,010-87.9% | $593+103.5% |