Filed September 17, 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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $162,329 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,082 | $50,956+78.7% | $96,562-5.7% | $86,799+4.9% |
| Participation rate | 99.3% | 65.2%+34.1pp | 69.8%+29.5pp | 72.3%+27.0pp |
| Annual return | 12.08% | 21.27%-9.2pp | 37.78%-25.7pp | 97.91%-85.8pp |
| Employer contribution / active EE | $3,249 | $1,111+192.5% | $2,356+37.9% | $2,405+35.1% |
| Participant deferral / active EE | $4,917 | $2,954+66.5% | $3,849+27.8% | $4,131+19.0% |
| Admin fee / account holder | $235 | $166+41.5% | $6,181-96.2% | $170+38.5% |