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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,571 |
PENSION PLAN SPECIALISTS, PC3 years Service code 15 · EIN 26-1570786 | Recordkeeping | $19,903 |
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 | $104,849 | $86,897+20.7% | $151,611-30.8% | $64,808+61.8% |
| Participation rate | 98.8% | 87.3%+11.6pp | 87.5%+11.3pp | 71.5%+27.4pp |
| Annual return | -16.21% | -3.57%-12.6pp | 3.33%-19.5pp | 32.82%-49.0pp |
| Employer contribution / active EE | $8,082 | $4,010+101.5% | $6,166+31.1% | $2,506+222.5% |
| Participant deferral / active EE | $5,850 | $6,690-12.5% | $8,363-30.0% | $4,310+35.7% |
| Admin fee / account holder | $158 | $153+3.2% | $11,616-98.6% | $188-15.9% |