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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $126,050 |
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $82,549 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,375 | $106,236-32.8% | $112,228-36.4% | $64,808+10.1% |
| Participation rate | 97.5% | 71.7%+25.8pp | 75.1%+22.4pp | 71.5%+26.0pp |
| Annual return | -15.97% | -6.02%-10.0pp | 27.45%-43.4pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,686 | $3,166-15.2% | $3,635-26.1% | $2,506+7.2% |
| Participant deferral / active EE | $7,339 | $3,785+93.9% | $4,728+55.2% | $4,310+70.3% |
| Admin fee / account holder | $300 | $452-33.6% | $6,410-95.3% | $188+59.6% |