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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,134 |
DA DAVIDSON & CO4 years Filed as: D A DAVIDSON & CO Service code 27 · EIN 81-0139474 | Advisory (Plan) | $32,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $177,767 | $86,897+104.6% | $151,611+17.3% | $64,808+174.3% |
| Participation rate | 96.4% | 87.3%+9.1pp | 87.5%+8.9pp | 71.5%+24.9pp |
| Annual return | -17.09% | -3.57%-13.5pp | 3.33%-20.4pp | 32.82%-49.9pp |
| Employer contribution / active EE | $3,575 | $4,010-10.9% | $6,166-42.0% | $2,506+42.7% |
| Participant deferral / active EE | $8,119 | $6,690+21.4% | $8,363-2.9% | $4,310+88.4% |
| Admin fee / account holder | $270 | $153+76.5% | $11,616-97.7% | $188+43.7% |