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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,277 |
PENSION PLAN SPECIALISTS, PC5 years Service code 13 · EIN 26-1570786 | Contract Administrator | $31,093 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,104 | $129,021-6.9% | $184,203-34.8% | $77,643+54.7% |
| Participation rate | 98.3% | 87.3%+11.0pp | 86.8%+11.5pp | 70.6%+27.7pp |
| Annual return | 11.50% | 33.27%-21.8pp | 28.81%-17.3pp | 31.24%-19.7pp |
| Employer contribution / active EE | $8,770 | $4,413+98.7% | $6,427+36.5% | $2,726+221.7% |
| Participant deferral / active EE | $6,796 | $7,297-6.9% | $9,131-25.6% | $4,647+46.2% |
| Admin fee / account holder | $149 | $254-41.3% | $13,901-98.9% | $430-65.4% |