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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $146,940 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $40,315 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $36,387 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 49 · EIN 04-2530412 | Other Services | $24,701 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,065 | $64,612+28.6% | $86,436-3.9% | $64,808+28.2% |
| Participation rate | 82.3% | 81.5%+0.8pp | 80.3%+2.0pp | 71.5%+10.8pp |
| Annual return | -15.28% | 0.66%-15.9pp | 4394.89%-4410.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $3,348 | $2,744+22.0% | $3,769-11.2% | $2,506+33.6% |
| Participant deferral / active EE | $8,427 | $7,497+12.4% | $6,952+21.2% | $4,310+95.5% |
| Admin fee / account holder | $232 | $169+37.3% | $6,731-96.6% | $188+23.6% |