Filed October 22, 2004 (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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,856 |
PENSION PLAN SPECIALISTS, PC2 years Service code 13 · EIN 26-1570786 | Contract Administrator | $20,781 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,471 | $121,341+1.8% | $189,513-34.8% | $79,386+55.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 15.34% | 21.08%-5.7pp | 555.15%-539.8pp | 116.85%-101.5pp |
| Employer contribution / active EE | $8,214 | $3,915+109.8% | $6,162+33.3% | $2,427+238.4% |
| Participant deferral / active EE | $6,112 | $6,395-4.4% | $8,221-25.7% | $4,046+51.1% |
| Admin fee / account holder | $178 | $651-72.6% | $12,045-98.5% | $626-71.5% |