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 |
|---|---|---|
IRS1 year Service code 49 · EIN 23-1542546 | Other Services | $162,599 |
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $43,522 |
Filed as: VALUATION Service code 34 · EIN 23-2639318 | Direct payment from the plan; Valuati... | $11,599 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,820 | $64,119-37.9% | $112,228-64.5% | $66,914-40.5% |
| Participation rate | 97.9% | 68.5%+29.4pp | 75.1%+22.9pp | 69.8%+28.1pp |
| Annual return | 37.94% | -13.81%+51.8pp | 27.45%+10.5pp | 1.58%+36.4pp |
| Employer contribution / active EE | $2,604 | $3,005-13.3% | $3,635-28.4% | $2,544+2.4% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $654 | $625+4.7% | $6,410-89.8% | $593+10.3% |