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 Service code 10 · EIN 35-0921680 | Accounting | $26,000 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,949 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,836 | $98,982+29.2% | $162,163-21.2% | $65,185+96.1% |
| Participation rate | 86.6% | 85.8%+0.9pp | 87.6%-0.9pp | 70.2%+16.4pp |
| Annual return | 8.03% | 24.84%-16.8pp | 115.59%-107.6pp | 29.38%-21.4pp |
| Employer contribution / active EE | $1,487 | $3,467-57.1% | $5,614-73.5% | $2,177-31.7% |
| Participant deferral / active EE | $4,765 | $5,384-11.5% | $7,298-34.7% | $3,514+35.6% |
| Admin fee / account holder | $109 | $596-81.7% | $10,843-99.0% | $847-87.1% |