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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,491 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US,LLP Service code 10 · EIN 30-1413443 | Accounting | $20,854 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $9,665 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,803 | $89,436+84.3% | $164,8130% | $77,643+112.3% |
| Participation rate | 93.0% | 78.6%+14.4pp | 78.6%+14.4pp | 70.6%+22.4pp |
| Annual return | 38.58% | 28.83%+9.8pp | 69.93%-31.4pp | 31.24%+7.3pp |
| Employer contribution / active EE | $2,591 | $2,569+0.9% | $4,341-40.3% | $2,726-5.0% |
| Participant deferral / active EE | $6,937 | $4,897+41.7% | $6,031+15.0% | $4,647+49.3% |
| Admin fee / account holder | $224 | $339-34.1% | $12,690-98.2% | $430-48.0% |