Filed May 5, 2005 (most recent of 3 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $203,669 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 51-0099493 | Bank Trustee | $117,720 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,940 | $95,918-15.6% | $151,611-46.6% | $77,904+3.9% |
| Participation rate | 92.6% | 88.7%+3.9pp | 87.5%+5.1pp | 73.7%+18.9pp |
| Annual return | -12.03% | -5.50%-6.5pp | 3.33%-15.4pp | 12.21%-24.2pp |
| Employer contribution / active EE | $1,997 | $4,330-53.9% | $6,166-67.6% | $2,848-29.9% |
| Participant deferral / active EE | $4,397 | $7,508-41.4% | $8,363-47.4% | $4,806-8.5% |
| Admin fee / account holder | $117 | $93+25.8% | $11,616-99.0% | $133-11.4% |