Filed April 30, 2003
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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,304 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,702 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,741 | $51,315+205.4% | $95,745+63.7% | $71,457+119.3% |
| Participation rate | 99.4% | 63.0%+36.3pp | 72.3%+27.1pp | 67.9%+31.4pp |
| Annual return | 17.95% | 25.26%-7.3pp | 28.35%-10.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $4,516 | $1,819+148.3% | $2,835+59.3% | $2,588+74.5% |
| Participant deferral / active EE | $10,772 | $3,358+220.8% | $4,245+153.8% | $4,289+151.2% |
| Admin fee / account holder | $343 | $1,137-69.9% | $5,678-94.0% | $1,587-78.4% |