Filed October 28, 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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $500 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL SECURITIES INC Service code 61 711 HIGH ST · DES MOINES, IA 50392 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,234 | $37,044-21.1% | $71,796-59.3% | $57,658-49.3% |
| Participation rate | 59.2% | 61.1%-1.9pp | 69.1%-9.9pp | 70.2%-11.0pp |
| Annual return | 9.83% | 12.64%-2.8pp | 78.04%-68.2pp | 5.13%+4.7pp |
| Employer contribution / active EE | $1,017 | $720+41.2% | $1,924-47.2% | $1,974-48.5% |
| Participant deferral / active EE | $1,320 | $1,974-33.1% | $2,794-52.8% | $3,061-56.9% |
| Admin fee / account holder | $2 | $101-98.0% | $4,815-100.0% | $95-97.9% |