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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $155,977 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $40,000 |
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 | $75,115 | $53,165+41.3% | $86,188-12.8% | $74,419+0.9% |
| Participation rate | 88.2% | 64.9%+23.4pp | 69.0%+19.3pp | 70.7%+17.5pp |
| Annual return | 14.93% | 22.64%-7.7pp | 1168.45%-1153.5pp | 34.38%-19.5pp |
| Employer contribution / active EE | $1,553 | $1,210+28.3% | $2,380-34.8% | $2,637-41.1% |
| Participant deferral / active EE | $3,988 | $3,234+23.3% | $3,985+0.1% | $4,528-11.9% |
| Admin fee / account holder | $190 | $551-65.6% | $6,852-97.2% | $348-45.4% |