Filed December 31, 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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $43,770 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 49 | Other Services | $17,905 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,701 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,633 | $63,924-31.7% | $108,579-59.8% | $55,167-20.9% |
| Participation rate | 97.7% | 74.3%+23.4pp | 79.6%+18.1pp | 69.0%+28.7pp |
| Annual return | 7.57% | 15.31%-7.7pp | -51.70%+59.3pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,450 | $1,879-22.8% | $3,758-61.4% | $1,963-26.1% |
| Participant deferral / active EE | $4,028 | $3,067+31.3% | $4,311-6.6% | $3,054+31.9% |
| Admin fee / account holder | $268 | $618-56.6% | $7,645-96.5% | $504-46.8% |