Filed July 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $173,402 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $45,000 |
SEK CPAS AND ADVISORS5 years Service code 10 · EIN 52-0783935 | Accounting | $6,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,395 | $66,457-34.7% | $81,438-46.7% | $77,671-44.1% |
| Participation rate | 98.6% | 68.7%+29.8pp | 69.5%+29.0pp | 70.6%+28.0pp |
| Annual return | 12.06% | 15.93%-3.9pp | 24.74%-12.7pp | 31.21%-19.2pp |
| Employer contribution / active EE | $1,075 | $2,159-50.2% | $2,460-56.3% | $2,726-60.6% |
| Participant deferral / active EE | $3,719 | $3,679+1.1% | $3,883-4.2% | $4,648-20.0% |
| Admin fee / account holder | $183 | $583-68.7% | $5,764-96.8% | $430-57.6% |