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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $924,938 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Account maintenance fees; Securities ... | $103,848 |
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 | $279,232 | $122,602+127.8% | $177,821+57.0% | $93,223+199.5% |
| Participation rate | 97.0% | 91.3%+5.7pp | 87.7%+9.3pp | 74.9%+22.1pp |
| Annual return | 24.69% | 22.53%+2.2pp | 48.32%-23.6pp | 19.29%+5.4pp |
| Employer contribution / active EE | $5,969 | $4,338+37.6% | $5,918+0.9% | $2,680+122.7% |
| Participant deferral / active EE | $8,438 | $7,134+18.3% | $7,714+9.4% | $4,563+84.9% |
| Admin fee / account holder | $123 | $62+99.1% | $12,427-99.0% | $79+54.9% |