Filed June 2, 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,768 |
CORNERSTONE ADVISORS ASSET MGMT4+ years Filed as: CORNERSTONE INSTITUTIONAL INVESTORS Service code 27 · EIN 23-2933229 | Advisory (Plan) | $70,928 |
RKL LLP1 year Service code 10 · EIN 23-2108173 | Accounting | $9,525 |
Service code 49 | Other Services | $5,900 |
MARKLEY ACTUARIAL SERVICES, INC.4+ years Filed as: MARKLEY ACTUARIAL SERVICES INC Service code 49 · EIN 23-2439467 | Other Services | $5,697 |
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 · EIN 39-1816008 | Other Services | $0 |
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 | $51,606 | $56,443-8.6% | $83,848-38.5% | $55,725-7.4% |
| Participation rate | 93.6% | 72.0%+21.6pp | 76.1%+17.5pp | 70.9%+22.8pp |
| Annual return | -2.07% | 393.67%-395.7pp | 850.88%-852.9pp | 244.93%-247.0pp |
| Employer contribution / active EE | $816 | $2,682-69.6% | $3,631-77.5% | $2,078-60.7% |
| Participant deferral / active EE | $5,707 | $2,965+92.5% | $4,082+39.8% | $3,356+70.1% |
| Admin fee / account holder | $267 | $156+70.6% | $5,478-95.1% | $115+131.5% |