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 year Filed as: CROWEHORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $24,500 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,721 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,642 | $74,089+37.2% | $133,980-24.1% | $55,167+84.2% |
| Participation rate | 76.3% | 84.3%-8.0pp | 87.1%-10.8pp | 69.0%+7.3pp |
| Annual return | 11.44% | 12.11%-0.7pp | 29.30%-17.9pp | 169.23%-157.8pp |
| Employer contribution / active EE | $1,404 | $3,064-54.2% | $5,211-73.1% | $1,963-28.5% |
| Participant deferral / active EE | $4,158 | $4,678-11.1% | $6,282-33.8% | $3,054+36.1% |
| Admin fee / account holder | $105 | $458-77.2% | $9,324-98.9% | $504-79.3% |