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 5-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 |
|---|---|---|
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $6,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,796 |
Participant contribution per participant 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 | $127,981 | $107,378+19.2% | $108,579+17.9% | $57,658+122.0% |
| Participation rate | 99.0% | 77.1%+21.9pp | 79.6%+19.4pp | 70.2%+28.8pp |
| Annual return | 49.68% | 12.80%+36.9pp | -51.70%+101.4pp | 5.13%+44.5pp |
| Employer contribution / active EE | $3,201 | $1,782+79.7% | $3,758-14.8% | $1,974+62.2% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $85 | $108-21.9% | $7,645-98.9% | $95-10.3% |