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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,028 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $55,727 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 49 · EIN 04-2530412 | Other Services | $24,680 |
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 | $95,106 | $78,781+20.7% | $100,516-5.4% | $73,409+29.6% |
| Participation rate | 80.4% | 80.0%+0.4pp | 79.4%+1.0pp | 72.2%+8.2pp |
| Annual return | 16.61% | 31.69%-15.1pp | 30.89%-14.3pp | 59.29%-42.7pp |
| Employer contribution / active EE | $3,298 | $2,420+36.3% | $3,418-3.5% | $2,234+47.7% |
| Participant deferral / active EE | $7,689 | $6,537+17.6% | $6,270+22.6% | $3,805+102.1% |
| Admin fee / account holder | $202 | $145+39.3% | $8,081-97.5% | $158+28.2% |