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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $114,423 |
DA DAVIDSON & CO6 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 | $229,355 | $129,021+77.8% | $184,203+24.5% | $77,643+195.4% |
| Participation rate | 95.3% | 87.3%+8.0pp | 86.8%+8.5pp | 70.6%+24.7pp |
| Annual return | 16.64% | 33.27%-16.6pp | 28.81%-12.2pp | 31.24%-14.6pp |
| Employer contribution / active EE | $3,864 | $4,413-12.4% | $6,427-39.9% | $2,726+41.8% |
| Participant deferral / active EE | $9,065 | $7,297+24.2% | $9,131-0.7% | $4,647+95.1% |
| Admin fee / account holder | $322 | $254+27.0% | $13,901-97.7% | $430-25.1% |