Filed April 13, 2005
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $126,594 |
HOLT OF CALIFORNIA1 year Service code 13 · EIN 68-0421094 | Contract Administrator | $5,407 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,820 | $62,267+58.7% | $110,238-10.4% | $55,725+77.3% |
| Participation rate | 76.2% | 78.1%-1.9pp | 79.8%-3.6pp | 70.9%+5.3pp |
| Annual return | 9.87% | -1.07%+10.9pp | 314.74%-304.9pp | 244.93%-235.1pp |
| Employer contribution / active EE | $4,084 | $1,941+110.3% | $3,826+6.7% | $2,078+96.5% |
| Participant deferral / active EE | $3,403 | $3,516-3.2% | $4,672-27.2% | $3,356+1.4% |
| Admin fee / account holder | $174 | $121+44.2% | $8,547-98.0% | $115+51.4% |