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 |
|---|---|---|
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $27,150 |
VALUE CONSULTING GROUP2 years Filed as: VALUE MANAGEMENT Service code 34 · EIN 23-2639318 | Valuation (appraisals, etc.); Direct ... | $11,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,422 | $78,275-61.1% | $109,143-72.1% | $86,799-65.0% |
| Participation rate | 98.8% | 73.8%+25.0pp | 75.9%+23.0pp | 72.3%+26.6pp |
| Annual return | 32.88% | 19.14%+13.7pp | 25.75%+7.1pp | 97.91%-65.0pp |
| Employer contribution / active EE | $1,938 | $3,105-37.6% | $3,722-47.9% | $2,405-19.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $115 | $198-42.2% | $6,752-98.3% | $170-32.3% |