Filed December 13, 2002
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 |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 27 · EIN 38-1357951 | Advisory (Plan) | $38,506 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,601 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,303 | $81,537-12.6% | $149,718-52.4% | $69,631+2.4% |
| Participation rate | 96.9% | 86.1%+10.8pp | 87.1%+9.8pp | 70.7%+26.2pp |
| Annual return | 19.60% | 22.79%-3.2pp | 1501.63%-1482.0pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $3,602 | $3,239+11.2% | $5,445-33.9% | $2,032+77.2% |
| Participant deferral / active EE | $3,363 | $4,994-32.7% | $6,569-48.8% | $3,224+4.3% |
| Admin fee / account holder | $81 | $107-23.9% | $11,283-99.3% | $110-26.3% |