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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $158,684 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $76,055 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 49 · EIN 04-2530412 | Other Services | $24,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,924 | $89,282+17.5% | $94,646+10.9% | $74,419+41.0% |
| Participation rate | 83.1% | 82.4%+0.6pp | 80.8%+2.2pp | 70.7%+12.3pp |
| Annual return | 19.88% | 25.96%-6.1pp | 156.71%-136.8pp | 34.38%-14.5pp |
| Employer contribution / active EE | $4,005 | $3,022+32.5% | $3,672+9.1% | $2,637+51.9% |
| Participant deferral / active EE | $9,831 | $8,425+16.7% | $7,418+32.5% | $4,528+117.1% |
| Admin fee / account holder | $258 | $219+17.9% | $7,231-96.4% | $348-25.8% |