Filed May 13, 2002
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 | $80,013 |
COURIER CAPITAL6 years Filed as: COURIER CAPITAL INC Service code 27 · EIN 81-0710574 | Advisory (Plan) | $22,387 |
Filed as: TRONCONI SEGARRA & ASSCOCIATES Service code 29 · EIN 04-3728817 | Legal | $9,500 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,550 | $75,125-6.1% | $303,047-76.7% | $75,125-6.1% |
| Participation rate | 92.7% | 56.0%+36.7pp | 87.1%+5.6pp | 56.0%+36.7pp |
| Annual return | 17.08% | 14.51%+2.6pp | 2.47%+14.6pp | 14.51%+2.6pp |
| Employer contribution / active EE | $2,893 | $3,379-14.4% | $7,418-61.0% | $3,379-14.4% |
| Participant deferral / active EE | $3,678 | $2,962+24.2% | $5,070-27.5% | $2,962+24.2% |
| Admin fee / account holder | $212 | $1,235-82.8% | $39,333-99.5% | $1,235-82.8% |