Filed January 21, 2003
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,107 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,838 | $54,281-21.1% | $60,547-29.2% | $59,188-27.6% |
| Participation rate | 87.2% | 66.8%+20.4pp | 68.0%+19.3pp | 69.4%+17.8pp |
| Annual return | 1.05% | 1.74%-0.7pp | 335.64%-334.6pp | 5.51%-4.5pp |
| Employer contribution / active EE | $534 | $2,031-73.7% | $2,419-77.9% | $2,098-74.6% |
| Participant deferral / active EE | $2,531 | $2,789-9.2% | $3,328-23.9% | $3,265-22.5% |
| Admin fee / account holder | $46 | $64-28.9% | $4,536-99.0% | $92-50.3% |