Filed December 10, 2002
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 COMPANY2+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 111 WEST STATE STREET · MASON CITY, IA 50404 | Contract Administrator | $43,801 |
PROEQUITIES INC2+ years Filed as: PROEQUITIES Service code 49 | Other Services | $24,736 |
HEALEY AND ASSOCIATES, INC1+ years Service code 27 | Advisory (Plan) | $6,266 |
PROEQUITIES INC2+ years Service code 49 · EIN 63-0879387 PO BOX 518 · BIRMINGHAM, AL 352010518 | Other Services | $0 |
Filed as: VOYA Service code 60 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Sub-TA Fees | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INCO Service code 27 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,242 | $306,927-91.5% | $156,549-83.2% | - |
| Participation rate | 84.7% | 59.9%+24.9pp | 84.0%+0.7pp | - |
| Annual return | 4.45% | 1.08%+3.4pp | 32.23%-27.8pp | - |
| Employer contribution / active EE | $969 | $1,481-34.6% | $5,501-82.4% | - |
| Participant deferral / active EE | $1,391 | $1,779-21.8% | $4,871-71.4% | - |
| Admin fee / account holder | $157 | $73,834-99.8% | $13,027-98.8% | - |