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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $158,162 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $74,014 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 49 · EIN 04-2530412 | Other Services | $24,762 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,318 | $108,719+30.9% | $101,326+40.5% | $85,563+66.3% |
| Participation rate | 81.0% | 80.9%+0.1pp | 81.5%-0.5pp | 66.0%+15.1pp |
| Annual return | 15.85% | 20.95%-5.1pp | 36.82%-21.0pp | 31.51%-15.7pp |
| Employer contribution / active EE | $846 | $3,114-72.8% | $3,665-76.9% | $2,654-68.1% |
| Participant deferral / active EE | $8,973 | $8,545+5.0% | $7,994+12.3% | $4,375+105.1% |
| Admin fee / account holder | $274 | $685-60.0% | $11,185-97.5% | $834-67.1% |