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 15 · EIN 42-0127290 | Recordkeeping | $43,262 |
Filed as: AEGIS TRUST COMPANY Service code 19 · EIN 62-1437218 | Securities Custodian | $30,000 |
HDH ADVISORS LLC2 years Filed as: HDH Service code 34 · EIN 27-5464509 | Direct payment from the plan; Valuati... | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,786 | $82,917+5.9% | $103,333-15.0% | $77,643+13.1% |
| Participation rate | 99.6% | 71.6%+28.1pp | 74.5%+25.1pp | 70.6%+29.0pp |
| Annual return | 46.57% | 19.13%+27.4pp | 24.88%+21.7pp | 31.24%+15.3pp |
| Employer contribution / active EE | $4,522 | $3,552+27.3% | $3,868+16.9% | $2,726+65.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $266 | $638-58.4% | $8,355-96.8% | $430-38.3% |