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 6-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,253 |
RKL LLP1+ years Filed as: RKL Service code 10 · EIN 23-2108173 | Accounting | $13,809 |
VMI1+ years Service code 34 · EIN 23-2639318 | Valuation (appraisals, etc.); Direct ... | $10,053 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,027 | $66,601-62.4% | $92,893-73.1% | $67,579-63.0% |
| Participation rate | 98.7% | 72.5%+26.2pp | 76.0%+22.7pp | 71.3%+27.5pp |
| Annual return | 0.00% | 92.58%-92.6pp | 109.41%-109.4pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |