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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,705 |
PENSION PLAN SPECIALISTS, PC4 years Service code 15 · EIN 26-1570786 | Recordkeeping | $28,612 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,610 | $100,227+18.3% | $169,993-30.2% | $74,419+59.4% |
| Participation rate | 99.6% | 87.3%+12.3pp | 87.0%+12.6pp | 70.7%+28.9pp |
| Annual return | 17.24% | 66.08%-48.8pp | 53.37%-36.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $8,683 | $4,263+103.7% | $6,785+28.0% | $2,637+229.2% |
| Participant deferral / active EE | $6,876 | $7,143-3.7% | $10,408-33.9% | $4,528+51.9% |
| Admin fee / account holder | $145 | $234-38.1% | $12,815-98.9% | $348-58.3% |