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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $120,962 |
DA DAVIDSON & CO7 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 | $249,591 | $131,799+89.4% | $200,582+24.4% | $85,563+191.7% |
| Participation rate | 96.0% | 87.9%+8.1pp | 86.9%+9.1pp | 66.0%+30.0pp |
| Annual return | 19.05% | 21.59%-2.5pp | 42.33%-23.3pp | 31.51%-12.5pp |
| Employer contribution / active EE | $4,188 | $4,532-7.6% | $6,419-34.8% | $2,654+57.8% |
| Participant deferral / active EE | $9,992 | $7,702+29.7% | $9,331+7.1% | $4,375+128.4% |
| Admin fee / account holder | $324 | $235+38.0% | $16,305-98.0% | $834-61.1% |