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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $122,155 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $47,682 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 49 · EIN 04-2530412 | Other Services | $24,036 |
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 | $80,982 | $69,231+17.0% | $91,989-12.0% | $67,579+19.8% |
| Participation rate | 74.6% | 78.9%-4.3pp | 78.6%-4.0pp | 71.3%+3.3pp |
| Annual return | 21.86% | 32.03%-10.2pp | 69.02%-47.2pp | 378.56%-356.7pp |
| Employer contribution / active EE | $2,985 | $2,284+30.7% | $3,452-13.5% | $2,148+39.0% |
| Participant deferral / active EE | $7,043 | $5,854+20.3% | $5,923+18.9% | $3,539+99.0% |
| Admin fee / account holder | $212 | $107+97.4% | $7,743-97.3% | $142+49.0% |