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 | $148,946 |
DA DAVIDSON & CO2 years Filed as: D A DAVIDSON & CO Service code 27 · EIN 81-0139474 | Advisory (Plan) | $64,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $184,056 | $111,608+64.9% | $177,821+3.5% | $73,409+150.7% |
| Participation rate | 97.6% | 87.9%+9.7pp | 87.7%+9.9pp | 72.2%+25.4pp |
| Annual return | 20.12% | 18.23%+1.9pp | 48.32%-28.2pp | 59.29%-39.2pp |
| Employer contribution / active EE | $3,218 | $3,796-15.2% | $5,918-45.6% | $2,234+44.1% |
| Participant deferral / active EE | $6,651 | $6,199+7.3% | $7,714-13.8% | $3,805+74.8% |
| Admin fee / account holder | $485 | $166+193.0% | $12,427-96.1% | $158+207.3% |