Filed December 30, 1992 (most recent of 2 filings on file)
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 10-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 | $11,136 |
MEADEN & MOORE, LTD.1+ years Filed as: MEADEN & MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,032 | $68,413+163.2% | $123,104+46.2% | $55,191+226.2% |
| Participation rate | 99.9% | 84.5%+15.4pp | 86.8%+13.1pp | 69.2%+30.7pp |
| Annual return | 23.56% | 6.30%+17.3pp | 13.22%+10.3pp | 10.78%+12.8pp |
| Employer contribution / active EE | $3,834 | $3,050+25.7% | $5,151-25.6% | $1,899+101.9% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $15 | $88-82.4% | $9,015-99.8% | $91-82.9% |