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 |
|---|---|---|
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $22,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,844 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,986 | $136,307-3.2% | $177,821-25.8% | $73,488+79.6% |
| Participation rate | 88.5% | 86.1%+2.4pp | 87.7%+0.8pp | 70.7%+17.8pp |
| Annual return | 0.11% | 18.68%-18.6pp | 48.32%-48.2pp | 28.51%-28.4pp |
| Employer contribution / active EE | $1,724 | $3,712-53.6% | $5,918-70.9% | $2,270-24.1% |
| Participant deferral / active EE | $5,637 | $5,829-3.3% | $7,714-26.9% | $3,740+50.7% |
| Admin fee / account holder | $96 | $596-83.9% | $12,427-99.2% | $513-81.3% |