Filed October 18, 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 | $46,365 |
401(K) ADVISORS INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $18,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,384 | $65,409+50.4% | $98,442-0.1% | $85,850+14.6% |
| Participation rate | 84.7% | 65.0%+19.7pp | 73.3%+11.4pp | 69.3%+15.4pp |
| Annual return | 13.54% | 21.76%-8.2pp | 1492.73%-1479.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $894 | $2,168-58.7% | $2,960-69.8% | $2,565-65.1% |
| Participant deferral / active EE | $3,979 | $3,166+25.7% | $4,276-6.9% | $3,952+0.7% |
| Admin fee / account holder | $338 | $4,593-92.6% | $5,949-94.3% | $6,260-94.6% |