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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,710 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,692 |
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLAN CONSULTANTS Service code 49 · EIN 20-0223513 | Other Services | $18,351 |
SYVERSON STREGE FINANCIAL4 years Service code 13 · EIN 27-1568215 | Contract Administrator | $10,000 |
DENMAN & COMPANY3 years Filed as: DENMAN & COMPANY, LLP Service code 10 · EIN 42-0794029 | Accounting | $8,938 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $694,975 | $101,317+585.9% | $146,958+372.9% | $74,495+832.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.64% | 8730.91%-8718.3pp | 418.34%-405.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $23,249 | $3,810+510.2% | $4,933+371.3% | $2,623+786.4% |
| Participant deferral / active EE | $13,516 | $7,303+85.1% | $8,070+67.5% | $4,346+211.0% |
| Admin fee / account holder | $1,154 | $1,739-33.7% | $12,998-91.1% | $1,942-40.6% |