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 5-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 Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $23,244 |
VMI2 years Service code 34 2370 YORK RD STE E2 · JAMISON, PA 18929 | Valuation (appraisals, etc.); Consult... | $9,675 |
RKL LLP3 years Filed as: RKL Service code 10 · EIN 23-2108173 | Accounting | $8,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,591 | $56,443-47.6% | $83,848-64.7% | $55,725-46.9% |
| Participation rate | 87.2% | 72.0%+15.2pp | 76.1%+11.0pp | 70.9%+16.3pp |
| Annual return | 37.20% | 393.67%-356.5pp | 850.88%-813.7pp | 244.93%-207.7pp |
| Employer contribution / active EE | $1,393 | $2,682-48.1% | $3,631-61.6% | $2,078-33.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1,453 | $156+829.9% | $5,478-73.5% | $115+1161.3% |