Filed September 26, 2003
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 |
|---|---|---|
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $23,749 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,709 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,072 | $70,667+34.5% | $123,104-22.8% | $52,331+81.7% |
| Participation rate | 73.0% | 83.7%-10.7pp | 86.8%-13.8pp | 68.1%+4.9pp |
| Annual return | 3.36% | 6.23%-2.9pp | 13.22%-9.9pp | 4.54%-1.2pp |
| Employer contribution / active EE | $1,372 | $2,946-53.4% | $5,151-73.4% | $1,882-27.1% |
| Participant deferral / active EE | $3,741 | $4,493-16.7% | $6,230-39.9% | $3,022+23.8% |
| Admin fee / account holder | $110 | $506-78.2% | $9,015-98.8% | $592-81.4% |