Filed November 4, 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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,025 |
Filed as: NEW YORK LIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $6,098 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,650 | $104,475+35.6% | $159,436-11.2% | $79,386+78.4% |
| Participation rate | 94.7% | 76.6%+18.1pp | 82.8%+11.9pp | 70.7%+24.0pp |
| Annual return | 17.28% | 67.95%-50.7pp | 263.57%-246.3pp | 116.85%-99.6pp |
| Employer contribution / active EE | $2,856 | $3,417-16.4% | $4,829-40.9% | $2,427+17.6% |
| Participant deferral / active EE | $7,002 | $6,467+8.3% | $7,352-4.8% | $4,046+73.1% |
| Admin fee / account holder | $190 | $711-73.3% | $10,799-98.2% | $626-69.7% |