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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,868 |
401(K) ADVISORS INC5 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 | $97,933 | $54,350+80.2% | $82,719+18.4% | $68,494+43.0% |
| Participation rate | 72.6% | 63.9%+8.7pp | 72.6%0pp | 67.9%+4.7pp |
| Annual return | -15.53% | -13.67%-1.9pp | 701.18%-716.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $821 | $2,218-63.0% | $3,009-72.7% | $2,596-68.4% |
| Participant deferral / active EE | $3,123 | $3,246-3.8% | $4,395-29.0% | $4,027-22.5% |
| Admin fee / account holder | $343 | $4,395-92.2% | $5,329-93.6% | $5,403-93.7% |