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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,028 |
CROWE LLP1 year Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $14,450 |
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 | $229,916 | $62,267+269.2% | $110,238+108.6% | $55,725+312.6% |
| Participation rate | 99.4% | 78.1%+21.3pp | 79.8%+19.6pp | 70.9%+28.6pp |
| Annual return | 62.18% | -1.07%+63.3pp | 314.74%-252.6pp | 244.93%-182.7pp |
| Employer contribution / active EE | $1,919 | $1,941-1.1% | $3,826-49.8% | $2,078-7.6% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $76 | $121-37.3% | $8,547-99.1% | $115-34.1% |