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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $141,387 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $70,890 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $25,601 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,591 | $89,808+36.5% | $100,391+22.1% | $77,643+57.9% |
| Participation rate | 86.4% | 81.2%+5.2pp | 81.5%+4.9pp | 70.6%+15.9pp |
| Annual return | 13.79% | 20.62%-6.8pp | 49.20%-35.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $4,781 | $3,039+57.3% | $3,942+21.3% | $2,726+75.4% |
| Participant deferral / active EE | $10,868 | $8,284+31.2% | $8,082+34.5% | $4,647+133.9% |
| Admin fee / account holder | $238 | $174+36.3% | $7,899-97.0% | $430-44.8% |