Filed August 11, 1992
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,060 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $23,088 |
Filed as: LOCKTON INVESTMENT Service code 27 · EIN 20-5846369 | Advisory (Plan) | $10,061 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,603 | $71,142+28.8% | $119,609-23.4% | $64,808+41.3% |
| Participation rate | 96.3% | 78.6%+17.7pp | 79.3%+17.1pp | 71.5%+24.9pp |
| Annual return | -14.59% | -10.01%-4.6pp | -14.97%+0.4pp | 32.82%-47.4pp |
| Employer contribution / active EE | $2,912 | $2,497+16.6% | $4,232-31.2% | $2,506+16.2% |
| Participant deferral / active EE | $5,901 | $4,490+31.4% | $5,602+5.3% | $4,310+36.9% |
| Admin fee / account holder | $183 | $162+12.6% | $10,323-98.2% | $188-2.8% |