Filed November 24, 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,283 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $40,602 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 49 · EIN 04-2530412 | Other Services | $22,848 |
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 | $66,626 | $62,543+6.5% | $83,333-20.0% | $55,725+19.6% |
| Participation rate | 73.3% | 78.4%-5.1pp | 77.8%-4.5pp | 70.9%+2.4pp |
| Annual return | -4.54% | 14.85%-19.4pp | 10.63%-15.2pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,707 | $2,427+11.5% | $3,379-19.9% | $2,078+30.2% |
| Participant deferral / active EE | $6,365 | $5,682+12.0% | $5,565+14.4% | $3,356+89.7% |
| Admin fee / account holder | $199 | $103+93.4% | $7,510-97.3% | $115+73.1% |