Filed April 20, 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 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 |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $29,093 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,663 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,150 | $82,978+53.2% | $129,995-2.2% | $71,457+77.9% |
| Participation rate | 96.3% | 74.1%+22.2pp | 78.5%+17.8pp | 67.9%+28.3pp |
| Annual return | 17.69% | 20.60%-2.9pp | -137.18%+154.9pp | 28.85%-11.2pp |
| Employer contribution / active EE | $2,070 | $2,622-21.0% | $4,320-52.1% | $2,588-20.0% |
| Participant deferral / active EE | $6,870 | $4,432+55.0% | $5,820+18.0% | $4,289+60.2% |
| Admin fee / account holder | $100 | $1,729-94.2% | $10,614-99.1% | $1,587-93.7% |