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 LLP4+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $25,170 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,272 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,860 | $79,523+44.4% | $140,016-18.0% | $56,287+104.1% |
| Participation rate | 93.7% | 85.7%+8.0pp | 87.5%+6.2pp | 69.9%+23.8pp |
| Annual return | 20.32% | 2.39%+17.9pp | 651.12%-630.8pp | -9.96%+30.3pp |
| Employer contribution / active EE | $2,244 | $3,350-33.0% | $5,606-60.0% | $2,111+6.3% |
| Participant deferral / active EE | $4,672 | $5,129-8.9% | $6,927-32.5% | $3,350+39.5% |
| Admin fee / account holder | $94 | $614-84.6% | $10,705-99.1% | $521-81.9% |