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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,078 |
STAMBAUGH NESS PC1 year Filed as: STAMBAUGH NESS Service code 10 · EIN 23-2846715 | Accounting | $5,000 |
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 | $33,180 | $53,925-38.5% | $75,670-56.2% | $69,631-52.3% |
| Participation rate | 87.0% | 71.2%+15.8pp | 72.3%+14.7pp | 70.7%+16.3pp |
| Annual return | 13.51% | 17.84%-4.3pp | 27.34%-13.8pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $949 | $1,802-47.4% | $2,352-59.7% | $2,032-53.3% |
| Participant deferral / active EE | $1,939 | $2,569-24.5% | $3,142-38.3% | $3,224-39.9% |
| Admin fee / account holder | $40 | $97-58.5% | $5,800-99.3% | $110-63.5% |