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 |
|---|---|---|
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $69,872 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,897 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,275 | $95,880+14.0% | $107,525+1.6% | $85,563+27.7% |
| Participation rate | 96.2% | 70.1%+26.1pp | 75.1%+21.2pp | 66.0%+30.3pp |
| Annual return | 22.29% | 68.06%-45.8pp | 181.32%-159.0pp | 31.51%-9.2pp |
| Employer contribution / active EE | $4,469 | $3,812+17.2% | $3,754+19.0% | $2,654+68.4% |
| Participant deferral / active EE | $8,156 | $4,201+94.1% | $5,116+59.4% | $4,375+86.4% |
| Admin fee / account holder | $294 | $1,025-71.3% | $8,919-96.7% | $834-64.7% |