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) | $29,918 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,107 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,129 | $88,083+64.8% | $164,813-11.9% | $74,495+94.8% |
| Participation rate | 95.0% | 73.0%+22.0pp | 78.6%+16.4pp | 67.2%+27.8pp |
| Annual return | 13.57% | 17.26%-3.7pp | 69.93%-56.4pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,022 | $2,593-22.0% | $4,341-53.4% | $2,623-22.9% |
| Participant deferral / active EE | $7,615 | $4,498+69.3% | $6,031+26.2% | $4,346+75.2% |
| Admin fee / account holder | $175 | $2,234-92.2% | $12,690-98.6% | $1,942-91.0% |