Filed April 30, 2002 (most recent of 6 filings on file)
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 | $497,207 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $7,263 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,746 | $122,693+127.2% | $184,203+51.3% | $199,593+39.7% |
| Participation rate | 98.2% | 86.8%+11.4pp | 86.8%+11.4pp | 72.0%+26.2pp |
| Annual return | 14.02% | 143.91%-129.9pp | 28.81%-14.8pp | 34.25%-20.2pp |
| Employer contribution / active EE | $7,434 | $4,584+62.2% | $6,427+15.7% | $3,034+145.0% |
| Participant deferral / active EE | $10,731 | $7,990+34.3% | $9,131+17.5% | $5,087+111.0% |
| Admin fee / account holder | $62 | $121-48.3% | $13,901-99.6% | $269-76.8% |