Filed July 1, 1999
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,084 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $34,468 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,737 | $86,332-8.8% | $125,175-37.1% | $65,185+20.8% |
| Participation rate | 88.6% | 75.3%+13.3pp | 79.8%+8.9pp | 70.2%+18.4pp |
| Annual return | 22.70% | 27.43%-4.7pp | 43.79%-21.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,208 | $2,040-40.8% | $3,865-68.7% | $2,177-44.5% |
| Participant deferral / active EE | $6,313 | $3,537+78.5% | $4,937+27.9% | $3,514+79.7% |
| Admin fee / account holder | $277 | $609-54.5% | $9,702-97.1% | $847-67.2% |