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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,400 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $48,393 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $23,096 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVIS Service code 27 · EIN 47-0648506 | Advisory (Plan) | $13,892 |
Annual investment return 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 | $113,088 | $91,372+23.8% | $129,995-13.0% | $74,419+52.0% |
| Participation rate | 95.5% | 77.8%+17.7pp | 78.5%+17.0pp | 70.7%+24.8pp |
| Annual return | 15.04% | 23.21%-8.2pp | -137.18%+152.2pp | 34.38%-19.3pp |
| Employer contribution / active EE | $2,624 | $2,563+2.3% | $4,320-39.3% | $2,637-0.5% |
| Participant deferral / active EE | $6,886 | $4,721+45.9% | $5,820+18.3% | $4,528+52.1% |
| Admin fee / account holder | $300 | $283+5.8% | $10,614-97.2% | $348-13.8% |