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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $671,481 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Recordkeeping fees; Securities broker... | $16,414 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,009 | $95,918+136.7% | $151,611+49.7% | $77,904+191.4% |
| Participation rate | 96.2% | 88.7%+7.5pp | 87.5%+8.8pp | 73.7%+22.6pp |
| Annual return | -17.92% | -5.50%-12.4pp | 3.33%-21.3pp | 12.21%-30.1pp |
| Employer contribution / active EE | $6,856 | $4,330+58.3% | $6,166+11.2% | $2,848+140.8% |
| Participant deferral / active EE | $10,075 | $7,508+34.2% | $8,363+20.5% | $4,806+109.6% |
| Admin fee / account holder | $84 | $93-10.0% | $11,616-99.3% | $133-36.6% |