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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $103,106 |
DA DAVIDSON & CO5 years Filed as: D A DAVIDSON & CO Service code 27 · EIN 81-0139474 | Advisory (Plan) | $32,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,202 | $100,227+104.7% | $169,993+20.7% | $74,419+175.7% |
| Participation rate | 95.0% | 87.3%+7.7pp | 87.0%+8.0pp | 70.7%+24.3pp |
| Annual return | 19.22% | 66.08%-46.9pp | 53.37%-34.2pp | 34.38%-15.2pp |
| Employer contribution / active EE | $4,060 | $4,263-4.8% | $6,785-40.2% | $2,637+53.9% |
| Participant deferral / active EE | $8,132 | $7,143+13.8% | $10,408-21.9% | $4,528+79.6% |
| Admin fee / account holder | $301 | $234+28.6% | $12,815-97.6% | $348-13.3% |