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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $166,964 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $37,065 |
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 | $85,906 | $54,193+58.5% | $93,606-8.2% | $77,643+10.6% |
| Participation rate | 90.3% | 63.9%+26.4pp | 68.7%+21.6pp | 70.6%+19.8pp |
| Annual return | 13.50% | 30.54%-17.0pp | 133.20%-119.7pp | 31.24%-17.7pp |
| Employer contribution / active EE | $2,452 | $1,168+109.9% | $2,420+1.3% | $2,726-10.1% |
| Participant deferral / active EE | $4,477 | $3,144+42.4% | $4,411+1.5% | $4,647-3.7% |
| Admin fee / account holder | $204 | $576-64.6% | $8,285-97.5% | $430-52.7% |