Filed November 29, 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 | $160,050 |
AGW CAPITAL ADVISORS10+ years Filed as: AGW CAPITAL Service code 27 · EIN 26-4626204 | Advisory (Plan) | $99,756 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $439,239 | $100,923+335.2% | $150,045+192.7% | $74,304+491.1% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.3%+15.3pp | 60.3%+37.3pp |
| Annual return | 11.52% | 51.77%-40.3pp | 62.55%-51.0pp | 29.43%-17.9pp |
| Employer contribution / active EE | $8,322 | $3,463+140.3% | $4,693+77.3% | $2,241+271.3% |
| Participant deferral / active EE | $13,101 | $6,709+95.3% | $7,997+63.8% | $3,767+247.8% |
| Admin fee / account holder | $741 | $2,767-73.2% | $13,435-94.5% | $2,969-75.0% |